Posts by Shanele Stoll
Achieve More: Health Tip with Kathy Spencer, Director of People and Culture
āOver the past year, I got out of the habit of working out. I felt lethargic, was out of shape, and put on a few pounds. In hopes of getting back on track, I checked out several YouTube workout programs I could do from home. There are several great free ones. My favorite is NourishMoveLove.com…
Read MoreIn the Community – Join Us For Empowering HeArts
If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. āEmpowering HeArts…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, One of the things we do at each year-end is reflect on our recent progress before looking toward the future. This year, as we reflect on the last 18 months, weāre filled with such immense gratitude for the tremendous growth weāve experienced. In that time, weāve added five…
Read MoreVance Team Member Spotlight – Meet Niall Shaffery, Client Service Associate
As a Client Service Associate, Niall Shaffery is thrilled to begin his career with a great wealth management team, while he simultaneously works to expand his professional skill sets and grow within the company. āAs a kid, Iād always thought about becoming a lawyer like my dad,ā Niall explained. āBut in high school, I really…
Read MoreMaking Happiness A Habit – Learning To Find The Small Wins In Financial Planning & Beyond
Learning To Find The Small Wins In Financial Planning & Beyond Whether youāre living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that āthe next big achievementā will deliver it is no way to live. Yet, weāve all done it. How many days have you completed…
Read MoreAttract Top Talent With Superior Benefits – Employee Financial Wellness
As an employer, itās easy to dismiss your employeeās financial wellness as a personal matter. If it affects business, however, then it becomesĀ yourĀ business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt…
Read MoreIn the Community: Networking with NextSCV
Calling all young professionals! NextSCV, the SCV Chamber of Commerce young professionals council, came back with an in-person event that featured team trivia, local brews, and aĀ seriously good time. On June 23, Vance Wealth team members Jerrod Ferguson and Tara White co-chaired a sold-out NextSCV Trivia Night alongside co-chair Chris Page from The City of…
Read MorePattiās Perspective
Youāve probably heard about Stephen Coveyās 90/10 principle. The trickier question is, do we live by it? For me, not always, but Iām working on it. Basically, his point is that our experiences in life are 90% how we perceive or react to an event, and 10% is what actually happens to us. Most of…
Read MoreJOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS
FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA ā John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11,…
Read MoreLooking Back To Grow Forward
After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and everyone is eager to return to some sense of normalcy. But moving forward without a clear picture of 2020ās impact on…
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