Posts by Shanele Stoll
Q3 2022 Empowering Women To Achieve More – Patti’s Perspective
Healthy Habits for Female Investors Women today are placing a great emphasis on helping the world at large, whether it involves financial support or volunteer work. Women love making an impact! Women control 52% of the wealth nationwide, which is expected to grow to an estimated two thirds by 2030*. Given this wealth, it’s crucial…
Read MoreWhat Does A Recession Mean For My Business?
Current market data shows that we are potentially entering a recession. While that can be a terrifying word to hear as a business owner, it is possible to not only prepare for an economic downturn, but also to achieve more despite it. That’s exactly what we want to help our business owners do as we…
Read MoreVance Wealth Team Member Spotlight: Jake Johnson, Simplify365 Associate
As soon as Jake Johnson took his first job in the financial services industry, he quickly realized that helping others fulfill their financial dreams was exactly the kind of work that would fulfill him. Born and raised in Santa Clarita, Jake graduated from Valencia High School and went on to earn his Bachelor’s Degree in…
Read MoreFrom The Desk Of John Vance: To Our Vance Wealth Friends & Family
At Vance Wealth, we’ve been spending the summer months refining some of our internal systems, so we can continue to grow and build a company culture that everyone feels invested in. We kicked off the summer by switching up a few aspects of our internship program, in order to make it more successful for our…
Read MoreBuilding A Stronger Team & Community With Closet On Main
One of the core values we share as a team is a commitment to supporting the community where we live and work. For that reason, we set a new goal this year. Every quarter, we’re committed to doing something in the community – as a team. This quarter, we got together to spend an afternoon…
Read MoreiBonds have been creating quite the buzz lately! But, are they right for you?
What are iBonds? How do iBonds earn interest? Understand the risks and opportunities. The latest investment buzz is that the initial interest rate on new Series I Savings Bonds is 9.62%! You heard right. This exciting interest rate has definitely caught everyone’s attention, and I Bonds can be purchased through October 2022 at the current rate. That…
Read MoreVance Team Member Spotlight
Meet Jamil Abdullah, Portfolio Manager Jamil Abdullah, Chartered Financial Analyst brings in-depth expertise in investment strategy and high-level money management to the Vance Wealth team, making him the perfect fit for an already robust team of financial planners. After earning his Bachelor of Arts from the University of California, Santa Barbara, Jamil doubled down…
Read MoreFrom the Desk of John Vance: To Our Vance Wealth Friends and Family
It’s that time again, when we transition from one year to the next, and I have to admit I kind of love everything it represents. The New Year gives us time to reassess and recalibrate our goals, which gives you a clear idea of how to move forward with fresh purpose. At Vance Wealth, we…
Read MoreAchieve More: Entrepreneur Edition – 3 Tax Strategies To Help Your Business Save In The Long Run
At the end of each year, most business owners file their taxes with one simple goal: to save as much as possible on the next return. But at Vance Wealth, we take a different approach to tax planning. Of course, we use creative tax strategies to help our clients maximize their savings each year, but…
Read MorePatti’s Perspective: 5 Tax-Saving Tips that must be applied by year end.
As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end:…
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