Archive for February 2020
Aging in the Tech Era – What it means for Your Future
Itâs no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldnât come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Todayâs seniors are using this world of new possibilities to live longer, more…
Read MoreCoronavirus, DOW Drops 3,600 points in the last 2 weeks – âWhat the heck do we do, John?â My thoughts âŠ.
Likely, you have been consuming too much news lately, so I wanted to provide you with my thoughts. So, here we go: No doubt, a significant drop (like 3,600 points in the DOW) is unsettling, and the media LOVES the headlines – Fear sells. The stock market has been pretty âoverboughtâ and ready for…
Read MoreFrom the Desk of John Vance
Kicking off the quarter, Carmen and I took a trip to Kauai, where we sought out adventure. We went zip-lining, took a helicopter ride, rode ATVs, and enjoyed a zodiac boat ride along the Na Pali Coast. I spent much of the quarter out in the community, as well, participating in a couple of great…
Read More2020 Q1 Investment Update
Economists called for a recession in 2019; the market didnât answer. We came off a record-setting year where we saw the most significant market gains since 2013. In a year where many called for a recession (not us), we would say that is pretty good. Now those same individuals say it will happen in 2020…
Read MoreVANCE TEAM MEMBER SPOTLIGHT – Meet Mark Antariska, Wealth Advisor
Mark embodies Vance Wealthâs core value: Being passionate, positive, and present. Mark (Wealth Advisor) first fell in love with investing during college, when students were invited to participate in a Student Managed Investment Fund (SMIF). Through the studentsâ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing…
Read MoreHow Do You Define Wealth?
The True Purpose Of Vance Wealth At Vance Wealth, financial planning isnât just about the numbers. Through thoughtful planning and introspective goal setting, we strive to show you how financial success can support a long, healthy life and create a lasting impact for you, your loved ones, and your community. Why? In our experience, true…
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