061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - JOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

JOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

Shanele Stoll Business Owner, Market Commentary, Market Update, Team Update

SANTA CLARITA, CA – John Vance Founder and President of Vance Wealth located at 26491 Summit Circle, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online January, 16, 2020.   The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative …

061218 Vance Wealth Marketing Day 2 SchlickArt 6810SRGBlowres 1016x677 - Coronavirus, DOW Drops 3,600 points in the last 2 weeks - “What the heck do we do, John?” My thoughts ….

Coronavirus, DOW Drops 3,600 points in the last 2 weeks – “What the heck do we do, John?” My thoughts ….

VanceWealth Market Commentary, Market Update

Likely, you have been consuming too much news lately, so I wanted to provide you with my thoughts. So, here we go:   No doubt, a significant drop (like 3,600 points in the DOW) is unsettling, and the media LOVES the headlines – Fear sells. The stock market has been pretty “overbought” and ready for “something” to interrupt the run. Input has been consistent that the fundamentals of the economy remain strong (low unemployment, solid balance sheets, etc.), and this …

061118 Vance Wealth Marketing Day 1 SchlickArt 5357SRGB 3 1016x1016 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

Kicking off the quarter, Carmen and I took a trip to Kauai, where we sought out adventure. We went zip-lining, took a helicopter ride, rode ATVs, and enjoyed a zodiac boat ride along the Na Pali Coast.  I spent much of the quarter out in the community, as well, participating in a couple of great events. I served as the Chair for this year’s SCV Chamber of Commerce Golf Tournament in October, which was a fun way to get to …

061218 Vance Wealth Marketing Day 2 SchlickArt 7182SRGBlowres 1016x813 - 2020 Q1 Investment Update

2020 Q1 Investment Update

VanceWealth Market Commentary, Market Update

Economists called for a recession in 2019; the market didn’t answer. We came off a record-setting year where we saw the most significant market gains since 2013. In a year where many called for a recession (not us), we would say that is pretty good. Now those same individuals say it will happen in 2020 or 2021. Well, even a broken clock is right twice a day. Looking ahead, we can’t predict what 2020 will bring in terms of economies, …

3 Mark Office Shot 1016x864 - VANCE TEAM MEMBER SPOTLIGHT - Meet Mark Antariska, Wealth Advisor

VANCE TEAM MEMBER SPOTLIGHT – Meet Mark Antariska, Wealth Advisor

Shanele Stoll Team Update

Mark embodies Vance Wealth’s core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing the power of investments first hand — and its potential to truly change lives, Mark knew this was the path he wanted to pursue. Helping …

1 Cover Pic 1016x789 - How Do You Define Wealth?

How Do You Define Wealth?

Shanele Stoll Uncategorized

The True Purpose Of Vance Wealth At Vance Wealth, financial planning isn’t just about the numbers. Through thoughtful planning and introspective goal setting, we strive to show you how financial success can support a long, healthy life and create a lasting impact for you, your loved ones, and your community. Why? In our experience, true wealth has the means to improve your life and the lives of others. As we look ahead to a new decade, we’ve been deeply inspired …

JF JV  JFs new title 1016x813 - SECURE Act of 2019

SECURE Act of 2019

VanceWealth Business Owner, Retirement

For some time now, we’ve been following the SECURE Act as it made its way through Congress. Now the retirement savings reform bill has become law, and we wanted to offer an update on its provisions.   The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 broadens the effectiveness of individual retirement accounts and employer-sponsored retirement savings plans. Essentially, it expands access to tax-advantaged retirement savings accounts and, ultimately, aims to help Americans save enough for a …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

Restoring Confidence: After the loss of a spouse the last thing you want to worry about is Money.

VanceWealth Uncategorized

The loss of a spouse is something we spend nearly our entire lives fearing, which also means we don’t typically spend a lot of time thinking — or planning — for this kind of event. But in a moment of devastating pain, having a plan gives you the confidence to focus on what really matters, rather than worrying about where the money will come from. “It’s our job to help you protect those who matter most, and that’s more than …

JV desk 1016x743 - From the Desk of John Vance - Learning & Laughing All Summer Long

From the Desk of John Vance – Learning & Laughing All Summer Long

VanceWealth Team Update

The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast were in attendance and it brought together our best colleagues from Alaska to Southern California. We enjoyed catching up with other advisors and learning about …

John Vance Wealth 974x974 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Team Update

To Our Vance Wealth Friends and Family,  Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the entire family together around one table. We kicked off July with a family trip to Lake Nacimiento, near Paso Robles, in Central California. As guests …