Posts by Shanele Stoll
The Power of a Proactive Financial Plan: Thank You for Trusting the Process
As we close out another remarkable year, we want to pause and thank you—not just for choosing Vance Wealth, but for choosing to trust the process. In a year filled with market noise and economic shifts, you stayed grounded. You didn’t react to headlines. You leaned into a long-term vision—your vision—and stayed the course with…
Read MoreMore Than Planning: Supporting Clients Through Life’s Most Difficult Moments
Providing Support When Life Changes Unexpectedly “They’re more than clients, Her husband was a wonderful person—always kind and very funny. We all felt his loss. That’s why you don’t just ‘manage’ the process. You honor it.” When a longtime client recently lost her husband, she wasn’t alone in figuring out what came next. We believe…
Read MoreStop Rushing Year-End Decisions: A Smarter Approach to Tax Planning
Why Last-Minute Tax Decisions Can Be Risky for Business Owners As the year winds down, many business owners feel the familiar pressure to make last-minute purchases before December 31 to reduce taxes. But those quick decisions can sometimes do more harm than good. Why Long-Term Tax Strategy Matters More Than Year-End Deadlines We believe the…
Read MoreMarket Update: What Recent Trends Mean for Your Long-Term Plan
As we turn the page on the third quarter, markets once again reminded us that steady progress often comes wrapped in uncertainty. After a volatile summer, both stocks and bonds regained their footing as the Federal Reserve executed its first rate cut of 2025 — an encouraging sign that policy and fundamentals are beginning to…
Read MoreFrom the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude
From the Desk of John Vance: A Season of Milestones, Momentum, and Gratitude It’s been one of those seasons that keeps you moving – in the best possible way. From meaningful family celebrations to exciting firm growth, we’ve had a lot to be grateful for at Vance Wealth. Celebrating Family Moments At home, we celebrated…
Read MoreTeam Member Spotlight: Meet Britt Skold, Technology Manager at Vance Wealth
At Vance Wealth, we believe that exceptional client experiences start with exceptional people. That’s one of the many reasons we’re excited to highlight Britt Skold, our Technology Manager, in this quarter’s Team Member Spotlight. As someone who blends technical expertise with a deep commitment to service, Britt is already shaping the future of our firm’s…
Read MoreGreater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy
Greater Clarity, Better Planning: How the Latest Tax Code Updates Support Your Life & Legacy From ADVANCED Perspective — 2025 Quarter 4 For years, tax uncertainty shaped the way we planned. Now, with the recent passage of the One Big Beautiful Bill Act (OBBBA), we can move forward with clarity. “This new legislation gives us…
Read MoreIn the Community: Sip, Shred & Simplify365®
Football, Friends, and One Less Thing on Your List At Vance Wealth, we know not every financial task is fun — but with the right people, even shredding paperwork can feel like a win. That’s the idea behind Sip, Shred & Simplify365®, our annual fall tradition where game day meets peace of mind. Each year,…
Read MoreAdVanced Perspective: Summer 2025 Newsletter
Our Summer Newsletter is here created with your questions, goals, and next chapter in mind. This season, we opened a new office, celebrated big milestones, and helped clients navigate meaningful transitions including one powerful retirement story that reminds us why planning is about more than just numbers. In this issue, you’ll find: Click the image…
Read MoreWhat To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain. But even…
Read More