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Simplify Retirement Planning With Venrollment
At Vance Wealth, we believe that retirement planning shouldn’t be another source of stress—it should be an opportunity to provide security for business owners and their teams alike. That’s why we’re proud to introduce Venrollment, our new education platform designed exclusively for simplify365® business owner clients. “In our industry, there’s a widespread lack of education…
Strategic Planning for Business Success: Unleashing the Potential of Balance Sheet and Cash Position to Achieve More
Maintaining financial stability is the key to long-term success in the fast-paced business world. As a business owner, it’s crucial to have a solid understanding of your company’s financial health. One of the best practices to achieve this is by regularly reviewing your balance sheet and cash position. We will explore the importance of…
Vance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
Vance Wealth Team Member Spotlight
Selena Garcia, Client Service Associate With a strong work ethic and an administrative background, Client Service Associate Selena Garcia assists clients and advisors alike to ensure a smooth, consistent, and positive experience for everyone at Vance Wealth. Selena has called the Santa Clarita Valley home for over ten years. She graduated from Bishop Alemany High…
In The Community
Delivering On The Promise Of A Better Future At Vance Wealth, we strive to create a positive impact in our families, businesses, and communities. One of our team members is making a significant difference through a local nonprofit, Family Promise of Santa Clarita Valley (SCV). “At Family Promise of SCV, our mission is to help…
Does The Presidential Election Impact The Stock Market?
Financial Planning In 2024 Election years often stir up emotions that can impact our financial decision-making, yet history has shown that markets do well regardless of who becomes president. In fact, nearly a century of returns shows that stocks have trended upward during election cycles. “There’s no silver bullet for the type of president needed…
How To Prioritize Business Growth
With The simplify365® Team In the fast-paced world of entrepreneurship, finding time to streamline operations and focus on growth can be challenging. Some business owners are aware that they could be doing things more efficiently, but they just don’t have the time to put systems in place. Others are unaware that they’re leaving planning strategies…
Year-End Bonuses
Are They A Smart Tax Strategy For Businesses Or Not? “Business owners often get close to the end of the year, realize they haven’t made their recommended tax payments, and discover they’re now subject to penalties and interest,” explained John Vance, Founder and CEO of Vance Wealth. “To avoid these penalties, they may decide to…
Focus on Long-Term Planning, Not Headlines: Building Wealth, No Matter Who Wins
Markets are driven by more than politics. Here’s what really matters. As the 2024 U.S. presidential election approaches, many investors are still feeling anxious about how the outcome might impact the markets. While elections can spark uncertainty, history shows that markets tend to perform well over time—regardless of who occupies the White House. This year…