Shanele1 1 1016x1028 - Vance Team Member Spotlight - Meet Shanele Stoll, Marketing Director

Vance Team Member Spotlight – Meet Shanele Stoll, Marketing Director

VanceWealth Team Update

About 5 years ago, Shanele’s journey with Vance Wealth started during carpool on the way to a soccer game. John and Shanele’s daughters were on the same team, so as the two chatted during the ride, John asked Shanele if she would be interested in coming back to work, knowing she would be a perfect match for the company’s culture and core values.   When Shanele first joined the team, she worked as an Administrative Assistant but, quickly transitioned into …

061118 Vance Wealth Marketing Day 1 SchlickArt 5538SRGB 1016x737 - Jerrod Ferguson Named Vice President of Vance Wealth

Jerrod Ferguson Named Vice President of Vance Wealth

VanceWealth Uncategorized

Vance Wealth announces longtime Wealth Advisor Jerrod Ferguson as the Vice President of the company.   Please join the Vance Wealth team in celebrating our Vice President and Wealth Advisor, Jerrod Ferguson! “All of us at Vance Wealth are excited to announce Jerrod as Vice President, a role he’s been unofficially acting in as the practice has grown,” said Vance Wealth Founder and President John Vance. “I named Jerrod our Vice President because his dedication, level of knowledge, and care …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Business Exits: How To Decide With Your Head Not Your Heart

Business Exits: How To Decide With Your Head Not Your Heart

VanceWealth Business Owner

Business exits are racked with emotion and indecision. Learn how to approach your sale without the emotional burden, so you can get what you need. As a business owner, you spend most of your working years on steady, profitable expansion. When you’re calling the shots, there’s no limit to your growth, and there’s always more to achieve. Then, seemingly out of nowhere, the time comes to consider hanging up your hat as the leader and strongest work horse. It’s time …

061218 Vance Wealth Marketing Day 2 SchlickArt 6644SRGBlowres 1016x677 - Financial Planning During Divorce: How To Take Control With Grace

Financial Planning During Divorce: How To Take Control With Grace

VanceWealth Divorce Digest

Financial Planning During Divorce Proper financial planning during divorce is crucial to protect what’s yours and stay focused on what matters. Here are 10 tips to approaching divorce with financial savvy. At Vance Wealth, we’ve sat with clients as they approach some of the most challenging turning points of their lives. When it comes to divorce, one of the things that scares people the most is the uncertainty and loss of control. That’s why we work as advocates for our …

Jason Lane Getting to know your team 1 1016x780 - Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor

Vance Team Member Spotlight: Meet Jason Lane, Wealth Advisor

VanceWealth Team Update

After 20 years in the financial services industry, the organization’s newest Wealth Advisor, Jason Lane, is thrilled to now call Vance Wealth home. Jason and John met seven years ago, while serving on the board of a local nonprofit, Single Mothers Outreach. John had long been intrigued by Jason’s wide-reaching experience in financial services, which spanned work in sales, technology and asset management. Whether working as a senior analyst helping manage a $9 billion institutional portfolio or assisting asset management …

John Tax 2 1 1016x1016 - Tax Planning: The Crucial Step You Don’t Even Know You’re Missing

Tax Planning: The Crucial Step You Don’t Even Know You’re Missing

VanceWealth Tax Issues

If you’re seeing your accountant only to file your taxes, then you’re missing one of the most important steps in preserving wealth. Here’s the crucial step that could help you save — now more than ever. What’s tax planning? Tax planning is typically the thing that just doesn’t get done when it comes to your finances. If you’re a business owner, you might have a more proactive approach toward tax planning, as entrepreneurship often requires. But if you’re working with …

Spring Clean 1 2 - Spring Cleaning Your Finances - A Spring Time Spruce-Up

Spring Cleaning Your Finances – A Spring Time Spruce-Up

VanceWealth Uncategorized

The warmer weather and blooming flowers should be a reminder that spring cleaning time is here! As you make your spring cleaning plans, consider adding these financial steps into your routine because they may have a more significant impact on your overall financial picture than you think. Updating Financial Documents Throughout the year, your financial to-do list can grow so long that maintenance items are far from the top of the list. That’s why it helps to dedicate time each …

Lisa Horizontal 1016x677 - Vance Wealth Team Member Spotlight - Meet Lisa Maloney

Vance Wealth Team Member Spotlight – Meet Lisa Maloney

Shanele Stoll Team Update

Almost 15 years ago, Lisa’s daughter met John’s daughter in Gymboree. The two families became fast friends, and Lisa and her husband, Tom, became clients of the firm. During their annual client meetings, John routinely asked Lisa, a stay-at-home mom at the time, when she would return to work. With 10 years previous sales and business experience, the day finally came when Lisa joined the Vance Wealth team. Lisa handles all internal operations, ensuring everything runs smoothly for the firm. …

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

Investment Update – Q1

Shanele Stoll Market Update

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and we know what had to happen next. The markets in 2018 were filled with steep declines and subsequent recoveries. Investors were nervous about what was …