A big-picture approach to planning for your new lifestyle

Vance Wealth Group Retirement

Retirement wellness is about more than having enough money. It’s a lifestyle change that will affect every area of your life, as well as your wallet. Retirement is a big deal. Not only do you need enough money to cover the bills for the rest of your life, but you’re also facing a pretty dramatic lifestyle change. Couple that with …

Retirement Planning For Women: Turn These 4 Challenges Into Opportunity With Proper Planning

Vance Wealth Group Retirement

Not all retirement planning is created equal. Retirement planning for women comes with its own set of challenges — and the opportunity to save more through proper planning. Planning your financial future can be complicated. Every financial journey is unique and includes important personal choices that have significant benefits and consequences. That’s why we partner with our clients to provide …

Vance Wealth Purchases Santa Clarita Building

Vance Wealth Group Uncategorized

Financial planning team expands presence in Santa Clarita, in response to local growth Santa Clarita, CA — Prompted by 15 years of steady growth, financial planning team Vance Wealth purchased a new building in Santa Clarita, bringing its entire team under one roof for the first time. “At the core of Vance Wealth is a commitment to respond to the …

Investment Update – Quarter 1

Jerrod Ferguson Market Commentary

The end of 2017 brings to a close one of the best years for global equity markets in nearly a decade. I like to think of 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there wasn’t much in the way of surprises. Every month, your account …

State and Local Tax Reform

Vance Wealth Group Tax Issues

The new tax reform bill that has been agreed upon by the House and Senate, but not yet signed into law as of December 18th, seeks to limit the deduction of property taxes as well as state and local income taxes for 2018 and beyond. While the bill is not finalized, it might make sense for you to be proactive …

Do your property taxes exceed $10,000 per year?

Vance Wealth Group Tax Issues

  The new tax reform bill that has been proposed by the House and Senate seeks to limit the deduction of property taxes for 2018 and beyond. While the bill is not yet finalized, it might make sense for you to be proactive on this issue. If you pay more than $10,000 per year in property taxes on your primary …

Market Update-Q4, The Final Stretch

Jerrod Ferguson Market Commentary

The third quarter has come to an end and the holiday season is quickly approaching. Markets have continued to impress year-to-date and according to Raymond James Chief Investment Strategist, Jeff Saut, “Evidence suggests investors are witnessing the biggest bull market on record1.” Here is a recap of where various market indexes have performed through September, 2017: S&P 500 +12.53%, Dow …

Mid-Year Investment Update

Jerrod Ferguson Market Commentary

Automation is currently impacting our global economies. In an article published by The Economist, titled “Taking Flight,” the evolution of drone technology is discussed in great detail.  Until recently, the marketplace for drones had been divided into two main spaces, toys and weapons.  The vast majority of worldwide spending on drones (approximately 90%) can be attributed to military uses, however …

THE TRUMP ERA – How the new Presidency may impact the American economy, and what that means for you

Vance Wealth Group Market Commentary, Political Commentary

The first three months of the Trump presidency have been politically tumultuous and divisive. Opinions on the work he has done so far, and the work he has planned for the future have been far-reaching, and are being debated everywhere from our newsrooms to our living rooms. It can be challenging sometimes, to cut through the noise and the rhetoric …