Posts by Shanele Stoll
Business Owner Best Practice: 5 Tips for a Productive Semi-Annual Company Retreat
5 Tips for a Productive Semi-Annual Company Retreat. Define clear objectives: Set specific goals for the retreat to guide planning and ensure alignment with company values. As followers of the EOS system, this step helps us stay focused and on track. Choose a suitable location: Select a venue that encourages open communication and has the…
Read MoreMaximizing Your Cash Reserves: Expert Advice
Maximizing Your Cash Reserves: Expert Advice with Anthony Goring, Investment Associate If you have substantial cash reserves in your account with a low return rate, you may want to consider taking the following actions: 1. Evaluate your financial goals and risk tolerance: Before making any investment decisions, it’s essential to consider your financial goals, risk…
Read MoreVance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting
After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, thatās exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even…
Read More401k Plan Sponsors: Itās Time To Assess Your 2023 Service Model
Does your 401k service model include these essential features? Improve your 401k plan outcomes for sponsors and participants with these five key changes. Itās no surprise that, in the wake of the pandemic and the market volatility that followed, many 401k plan sponsors are recognizing itās time to reassess the performance of their plans.…
Read MoreIn 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…
Read MoreVance 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 GoringĀ Ā researchesĀ Ā and communicates timely market information that assists Wealth Advisors in making successful investment decisions. āPortfolio managementĀ andĀ financialĀ analysisĀ areĀ the backbone of my role as an analyst,ā Anthony explained, āand I really enjoy providing our advisors…
Read MoreA Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, weāre excited to announce the firmās move from its current custodian, Raymond James, to Fidelity InstitutionalĀ® in order to better serve our growing family of clients and their wealth management goals. āBy combiningĀ ourĀ commitmentĀ toĀ providingĀ trusted, personalized investment advisory services with…
Read MoreHealth Tip – Want to Increase Your Energy and Avoid Digital Burnout?
Focusing on health and wellness is extremely important for business owners to show up as the best version of themselves. So here is a health tip we’d like to share from Tyler Tilton, Wealth Advisor at Vance Wealth. Twice a day, Tyler uses the 4-7-8 breathing technique and meditation in the morning and evening. This…
Read MoreHealth Tip
Professional success is often influenced by how we feel ā physically, mentally and emotionally. Thatās why a focus on health and wellness has naturally become a favorite part of our company culture. We love sharing new health tips and ideas whenever we find something that makes a difference in our energy levels and daily performance.…
Read MoreWhat to Shred & What to Keep
You hear advice all the time that you should shred sensitive documents to reduce your risk of identity theft. However, what exactly are āsensitive documents,ā and are there some you should keep for a while before destroying them? You are able to shred any of the following: Account Numbers, Passwords, PINs, Signatures, Social Security number,…
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