Archive for November 2024
BEST PRACTICES FOR THE SEAMLESS TRANSFER OF WEALTH
Leaving Behind a Meaningful Financial Legacy Leaving behind a meaningful financial legacy is about more than just wealth. At Vance Wealth, we believe it’s also about protecting your family’s peace of mind. It’s difficult enough to pick up the torch and carry on the family legacy without the undue burden of a messy and confusing…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT
With a passion for digital marketing and a versatile skill set, Operations Associate Roy Carter brings creativity and efficiency to his role at Vance Wealth. Originally from North Hollywood, Roy moved to Santa Clarita at age 8 and has called it home ever since. His entrepreneurial spirit led him to create an automotive YouTube channel…
Read MoreWHAT THE RECENT FED RATECUT MEANS FOR YOU And What You Should Do About It
WHAT THE RECENT FED RATE CUT MEANS FOR YOU And What You Should Do About It This past September, the Federal Reserve announced a 0.5% reduction in short-term interest rates, delivering a bigger-than-expected cut. This move marks a shift in strategy from the previous two years. “The Federal Reserve spent the last couple of years…
Read MoreFROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Read MoreFocus on Long-Term Planning, Not Headlines: Building Wealth, No Matter Who Wins
Markets are driven by more than politics. Here’s what really matters. As the 2024 U.S. presidential election approaches, many investors are still feeling anxious about how the outcome might impact the markets. While elections can spark uncertainty, history shows that markets tend to perform well over time—regardless of who occupies the White House. This year…
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