061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 2021 Q1 Investment Update

2021 Q1 Investment Update

VanceWealth Market Commentary, Market Update

We hope all our clients, professional partners, and members of our community have remained happy and healthy and are looking forward to a new year. Typically, when we write a market update, we gather information from our investment partners and decide what makes sense to share with our readers. I thought our partners at Dimensional Fund Advisors (DFA) did a great job on their article titled “Market Review 2020: Looking Back on an Unprecedented Year,” and wanted to share it …

PH JF Guest 1016x677 - Looking Back To Grow Forward

Looking Back To Grow Forward

Shanele Stoll Financial Planning, Market Commentary, Market Update

After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and everyone is eager to return to some sense of normalcy. But moving forward without a clear picture of 2020’s impact on your life and finances will leave blind spots in your planning, and you may miss out on some important opportunities to course correct. To create …

Patti Hardy 1016x531 - Empowering Women To Achieve More: Patti's Perspective

Empowering Women To Achieve More: Patti’s Perspective

VanceWealth Achieve More, Community, Woman's Wealth

Growth Through Adversity We’ve heard it many times, “it’s through the challenges we face, lies the greatest opportunity for growth.” Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didn’t hurt so much. When I went through my divorce, I felt like I was drowning. Literally, there were times I couldn’t catch my breath. When I would pop up for air, something pushed me back under water, or so it …

From The Desk of John 1016x762 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

VanceWealth Achieve More, Community, Team Update

We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t able to be together with our entire extended family, who we missed, but it was a special year that allowed for more quality time and …

JV blog - In the Community - John Vance Leads The SCV Chamber Board In 2021

In the Community – John Vance Leads The SCV Chamber Board In 2021

Shanele Stoll Uncategorized

As part of his commitment to support the community, John Vance is excited to serve as the 2021 Chair of the Board of Directors for the Santa Clarita Valley Chamber of Commerce. Vance Wealth first joined the Chamber back when the firm started in 2003, and John has been on the board for the past two years. Now, as Chair, he will take the helm during a pivotal year. “We’ve seen a lot of small businesses struggle in the past …

Achieve More 1016x677 - Achieve More: Entrepreneur Edition - Setting Goals That Stick In Life & Business

Achieve More: Entrepreneur Edition – Setting Goals That Stick In Life & Business

VanceWealth Business Owner, Financial Planning

As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business, either. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business and personal goals, you can achieve more across the board. Setting goals is one thing; however, achieving goals is another. At Vance Wealth, we’ve …

Meet the Team Tyler - Q & A with Tyler Tilton

Q & A with Tyler Tilton

VanceWealth Team Update

Get to know the personal side of your finance professionals. Q: What’s your favorite aspect of the Vance Wealth company culture? A: We collaborate really well as a team. I like the company structure because it allows us to work well together and accomplish our goals. Vance Wealth truly is a family. Q: What core value resonates with you most? A: I really connect with the commitment to continuous growth because that’s how I approach my personal and professional life. …

TT JF Guest  1016x677 - Start The Year With 3 Keys To Financial Success

Start The Year With 3 Keys To Financial Success

VanceWealth Financial Planning, Market Commentary, Retirement

There are three keys to starting 2021 with personal and financial success. Here are our recommendations from the Vance Wealth advisors.   After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all dealt with massive disruption and change in life and business, so this year, we’re all eager to return to some sense of normalcy. But moving forward without a clear picture of how those changes affect your …

401k team 1016x677 - 10 Tax Saving Tips That Must Be Applied Before 2021

10 Tax Saving Tips That Must Be Applied Before 2021

VanceWealth Business Owner, Retirement, Tax Issues

We’ve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so let’s dive right in.   Do You Need To Act Now? You may need to pivot your tax plan before the end of the year if any of these factors apply to you: You need to increase your liquidity You’re in a lower tax bracket than 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 Loss of a Loved One

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 …