Archive for January 2022
From the Desk of John Vance: To Our Vance Wealth Friends and Family
It’s that time again, when we transition from one year to the next, and I have to admit I kind of love everything it represents. The New Year gives us time to reassess and recalibrate our goals, which gives you a clear idea of how to move forward with fresh purpose. At Vance Wealth, we…
Read MoreVance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture
As the firm’s Director of People and Culture, Kathy Spencer is dedicated to helping the team create balance in business and life, so they can all achieve more together. Raised in Santa Clarita, Kathy earned her bachelor’s degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in…
Read More2022 – Q1 Investment Update
Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath…
Read MoreIn the Community: Connection & Giving In 2021
Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one – the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded.…
Read MoreAchieve More: Entrepreneur Edition – A Tax Strategy That Plans For A Lifetime Of Wealth
Most business owners have one goal when it comes to taxes: Pay as little as possible this year. However, that isn’t how you save the most – or achieve the most – in the long run. In fact, at Vance Wealth, we believe paying taxes is the goal. Why? It means you’re successfully growing and earning more over time.…
Read MoreThe Value of an Advisor: From Optimized Portfolios To Unemotional Decisions
One of the most significant ways we believe we add value to our clients’ lives is simply by helping them see what they may not see on their own. We might find opportunities for growth in their portfolio, establish their first comprehensive financial plan, or provide a vital sense of peace in those moments when…
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