401k Plan Sponsors: It’s Time To Assess Your 2023 Service Model

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Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes.   It’s no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing it’s time to reassess the performance of their plans.…

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In The Community: Your Support Makes An Impact

Part of our vision for Vance Wealth includes positively impacting the community we serve, and with your help, we did just that last quarter. Over the holiday season, our team participated in the Single Mothers Outreach (SMO) Adopt-a-Family program, which helps provide hard-working single parents a way to make a warm and wonderful holiday memory…

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Simplify365 – A Planning Approach To Reduce Your Tax Burden

Exciting improvements are ahead for Vance Wealth this year, and one of the opportunities we’re most excited to announce is Simplify365 – a new business offering designed to help business owners simplify their planning approach to life and business. This new program is designed to help busy entrepreneurs carve out the time they need to…

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From the Desk of John Vance

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To Our Vance Wealth Friends and Family, I always enjoy this part of the year because it’s a time of transition. As we move forward with excitement and optimism for what’s next, I also find it helpful to reflect back on what brought us here. Professionally, I’m filled with as much excitement for the move…

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Vance Wealth Team Member Spotlight: Meet Anthony Goring, Investment Associate

Tasked with staying up to date on current best practices in portfolio management, Investment Associate Anthony Goring   researches   and communicates timely market information that assists Wealth Advisors in making successful investment decisions. “Portfolio management  and  financial  analysis  are  the backbone of my role as an analyst,” Anthony explained, “and I really enjoy providing our advisors…

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A Move In The Right Direction – Vance Wealth Transitions To Fidelity

Banner image of Jerrod Ferguson, John Vance, and Chris Pelch with Vance Wealth and Fidelity logos

Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining  our  commitment  to  providing  trusted, personalized investment advisory services with…

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2023 Q1 Investment Update

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Dear Clients and Friends, The New Year is in full swing and we have hit the ground running in 2023. The Vance Wealth team was able to re-charge around the holidays and are eager to begin making progress on our 2023 team and individual goals. We begin this year optimistic; hoping this year can bring…

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