Financial Planning
Build a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention
Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be. Each morning routine, every check off that to-do list – it all adds up to the legacy we hope to one day leave…
Read MoreVance Wealth Unveils Growth Plans In Newport Beach Tyler Tilton To Lead Expansion Efforts
Vance Wealth’s Growth Plans in Newport Beach with Tyler Tilton, Financial Advisor. We are thrilled to unveil our growth plans in Newport Beach, with Tyler Tilton leading the expansion efforts. Tyler has recently relocated to the area, and plans are under way to open a new office soon. “Tyler Tilton has always been a valued…
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 MoreA Move In The Right Direction – Vance Wealth Transitions To Fidelity
Vance Wealth Transitions To Fidelity As we kick off the new year, we’re excited to announce the firm’s move from its current custodian, Raymond James, to Fidelity Institutional® in order to better serve our growing family of clients and their wealth management goals. “By combining our commitment to providing trusted, personalized investment advisory services with…
Read More2022 – Q1 Investment Update
Dear Clients and Friends, 2021 was a banner year for equities, as enormous fiscal and monetary stimulus through the pandemic supported the strongest economic and earnings growth in decades during the reopening. The S&P 500 Index experienced minimal volatility while returning 28.71% (largest intra-year pullback being just 5.2%), though there was plenty of action beneath…
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 you’re living for the weekend or counting the days until retirement, we all know delaying happiness in the hope that “the next big achievement” will deliver it is no way to live. Yet, we’ve all done it. How many days have you completed…
Read MorePlanning for Every Outcome: Prepare For Tax Changes Before You Run Out Of Options
At Vance Wealth, one of our most important responsibilities is not simply preparing for life’s uncertainties, but help anticipating them before they occur. This year, that’s especially important when it comes to tax planning. The Biden Administration has proposed changes to our tax policies that, if enacted by Congress, would likely have a significant impact on tax…
Read MorePatti’s Perspective
Ever wonder how the busiest people get the most done? It’s called leverage. With our schedules seemingly getting busier every day, it’s more important than ever to step back and take a good look at how you’re spending your time. You are an expert in your field, and although you are capable of doing many…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It…
Read More2021 Q2 Investment Update
We’ve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much…
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