Archive for May 2025
STAYING THE COURSE: CONFIDENCE IN UNCERTAIN TIMES
At Vance Wealth, we understand how uneasy financial headlines can feel — because we’re investors, too. We’ve built our lives, our careers, and our futures on the same principles we recommend to you. And that’s exactly why we believe now is the time to lean into long-term perspective. We’re in a period where interest rates…
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Jerrod Ferguson Joins The SCV Chamber Board Of Directors At Vance Wealth, we believe in building a stronger community by stepping up, serving others and leading with purpose. That’s why we’re proud to share that our very own, Jerrod Ferguson has been appointed to the Board of Directors for the Santa Clarita Valley Chamber of…
Read MoreLEGACY SERIES: INSTILLING FINANCIAL RESPONSIBILITY IN THE NEXT GENERATION
A CONVERSATION WITH JERROD FERGUSON, OWNER & VICE PRESIDENT AT VANCE WEALTH How do we prepare the next generation to handle wealth with wisdom? It starts with small habits that lead to big lessons. One of my favorites is the Three Bucket Rule. Anytime my kids receive a dollar, we divide it like this: •…
Read MoreSTRATEGIC TAX PLANNINGWITH SIMPLIFY365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
Read MoreFROM THE DESK OF JOHN VANCE – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
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