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What to Shred & What to Keep
You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are “sensitive documents,” and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number,…
Q3 2022 Empowering Women To Achieve More – Patti’s Perspective
Healthy Habits for Female Investors Women today are placing a great emphasis on helping the world at large, whether it involves financial support or volunteer work. Women love making an impact! Women control 52% of the wealth nationwide, which is expected to grow to an estimated two thirds by 2030*. Given this wealth, it’s crucial…
What Does A Recession Mean For My Business?
Current market data shows that we are potentially entering a recession. While that can be a terrifying word to hear as a business owner, it is possible to not only prepare for an economic downturn, but also to achieve more despite it. That’s exactly what we want to help our business owners do as we…
Vance Wealth Team Member Spotlight: Jake Johnson, Simplify365 Associate
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in…
Building A Stronger Team & Community With Closet On Main
One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon…
How We Support You During Turbulent Times
When we look back on the past two years, there’s one word we’d use to describe the market: volatile. Yet as we look ahead, the only thing we’re sure of is that the volatility is here to stay. But that doesn’t mean it’s time to panic. In fact, at Vance Wealth, we don’t think it’s…
Behind the Scenes with the Vance Wealth Team: Q3 2022
Question of the Quarter Tips from Our Team for Tightening Your Belt! Many of us are looking to embrace a more frugal approach to spending. So, if you’re looking for simple tips to help you tighten your belt without making significant changes to the way you live, here are some suggestions from our team! Jerrod…
2022 Quarter 3 Investment Update
Summer is in full swing, and it is another hot one! We hope your summer has been spent with the ones that matter most and not in front of the TV watching the news. Is the world coming to an end? No, but one may think so, based off recent headlines in the media. Some…
From The Desk Of John Vance: To Our Vance Wealth Friends & Family
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our…