Archive for May 2022
College Savings: Learn the benefits of Starting Early
Thanks to these three common myths, college savings can feel like an impossible task; however, the truth is bound to lift your spirits and help you get started. At Vance Wealth, it’s our mission to pay our experience forward, providing clarity where it’s needed most. We’re dispelling the most common myths about college savings, so…
Read MoreCalifornia’s Retirement Mandate And What this Means for Business Owners
California has already passed legislation that mandates business owners without retirement plans to offer a state-mandated retirement plan. Though you may think that using the state-run plan will be a simple solution, you should know that these plans require a more significant amount of administrative work than may be expected on your end and have…
Read More5 Ways To Build A Meaningful Career Legacy
Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and…
Read MoreVance Team Member Spotlight
Meet Jamil Abdullah, Portfolio Manager Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down…
Read More2022 Quarter 2 Market Update
Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of…
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