It’s no secret that the explosive rise of technology in recent decades has drastically changed the landscape of our everyday world. So it shouldn’t come as a surprise that advancing technology has a particularly far-reaching impact on members of the older generations. Today’s seniors are using this world of new possibilities to live longer, more…

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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…

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Economists called for a recession in 2019; the market didn’t 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…

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Mark embodies Vance Wealth’s 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 students’ work and collaboration with faculty, the school awarded scholarships to new students in the business program. Witnessing…

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The True Purpose Of Vance Wealth At Vance Wealth, financial planning isn’t 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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