Archive for November 2019
From the Desk of John Vance – Learning & Laughing All Summer Long
The professional highlight of our third quarter at Vance Wealth was a three-day Raymond James educational conference in the beautiful Ojai Valley. Raymond James always presents fresh and innovative content that allows us to better serve our clients. In early September, the Ojai conference did not disappoint. The top 40 advisors from the West Coast…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Sometimes it feels like we spend the whole year waiting for the dog days of summer, only to say goodbye to them too quickly. But this year, we really soaked up the best of our summer with multiple trips to the water and many meals that brought the…
Read More2019 Q4 Investment Update
The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups…
Read MoreVance Wealth Team Spotlight – Meet Tyler Tilton, Wealth Advisor
A numbers guy at heart, Wealth Advisor Tyler Tilton quickly realized the true joy of financial planning was building relationships. Armed with a degree in finance, Tyler entered the financial services industry as an analyst, but within his first year, he learned his professional life needed something more – the satisfaction of helping others. On…
Read MoreImprove the health of your retirement plan with Advanced 401K Solutions
Vance Wealth has long committed to provide consistent education to team members, clients and the community. It’s more than a promise; it’s a care philosophy that guides our culture and growth. When we noticed a glaring gap in education and services for business owners and their employees; we felt compelled to act. “Our market research,…
Read More