Posts by VanceWealth
2021 Q1 Investment Update
We hope all our clients, professional partners, and members of our community have remained happy and healthy and are looking forward to a new year. Typically, when we write a market update, we gather information from our investment partners and decide what makes sense to share with our readers. I thought our partners at Dimensional…
Read MoreEmpowering Women To Achieve More: Patti’s Perspective
Growth Through Adversity We’ve heard it many times, “it’s through the challenges we face, lies the greatest opportunity for growth.” Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didn’t hurt so much. When I went through my divorce, I felt like I was drowning.…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t…
Read MoreQ & A with Tyler Tilton
Get to know the personal side of your finance professionals. Q: What’s your favorite aspect of the Vance Wealth company culture? A: We collaborate really well as a team. I like the company structure because it allows us to work well together and accomplish our goals. Vance Wealth truly is a family. Q: What core…
Read MoreStart The Year With 3 Keys To Financial Success
There are three keys to starting 2021 with personal and financial success. Here are our recommendations from the Vance Wealth advisors. After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all dealt with massive disruption and change in life and business, so…
Read More10 Tax Saving Tips That Must Be Applied Before 2021
We’ve got some great tax-saving tips for you, but they require action before the end of the year. There are only a few weeks left of viable tax planning time in 2020, so let’s dive right in. Do You Need To Act Now? You may need to pivot your tax plan before the end…
Read MorePatti’s Perspective – Empowering Women to Achieve More
Empowering Women to Achieve More In an effort to please others, oftentimes we can get caught in the perfection trap, especially as women. The reality is that perfection is an illusion, and a dangerous one at that. Women tend to overthink and overanalyze, especially those of us who try to make everyone happy. One of…
Read MoreHealth Tip – Committed To Continuous Growth in Life & Business
Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, it’s easy to feel that special kind of “Zoom…
Read MoreIn the Community – Vance Wealth Offers Community Meeting Space To Nonprofits
As a local financial planning firm, we believe in showing up for our community during the difficult times and empowering them in the best of times. We hope to make a difference at every opportunity, so together, we may all forge a path to something greater. As Vance Wealth expands, in space and capabilities, we…
Read MoreVance Team Member Spotlight – Meet Lauren Fox, Director of First Impressions
As Director of First Impressions at Vance Wealth, Lauren Fox is excited to make hers as the team’s newest face and most eager collaborator. A lifelong Saugus resident, Lauren got her first chance to make an impression on the Vance Wealth team as a staff member at Valencia Country Club, where John Vance loves to…
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