2 1016x572 - From The Desk Of John Vance: To Our Vance Wealth Friends & Family

From The Desk Of John Vance: To Our Vance Wealth Friends & Family

Shanele Stoll Market Commentary, Team Update

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 interns and our firm. One of things we identified, after a few years of running the program, was how much of an impact we could …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - How We Support You During Turbulent Times

How We Support You During Turbulent Times

Paul Hickey Market Commentary

When we look back on the past two years, there’s one word we’d use to describe the market: volatile. Yet as we look ahead, the only thing we’re sure of is that the volatility is here to stay. But that doesn’t mean it’s time to panic. In fact, at Vance Wealth, we don’t think it’s necessarily a bad thing – because we prepare for this kind of market every day. We take extraordinary measures to protect our clients in difficult …

blog photo 1016x572 - 2022 Quarter 3 Investment Update

2022 Quarter 3 Investment Update

VanceWealth Market Commentary, Market Update

Summer is in full swing, and it is another hot one! We hope your summer has been spent with the ones that matter most and not in front of the TV watching the news. Is the world coming to an end? No, but one may think so, based off recent headlines in the media. Some clients have said, “It just feels different this time around.” Well, in some ways it is, and in other ways the recent volatility and course-correcting …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 2022 - Q1 Investment Update

2022 – Q1 Investment Update

VanceWealth Financial Planning, Market Commentary, Market 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 the surface. In addition to the rollout of vaccines, markets were supported by several other positive developments, including strong corporate earnings and increased consumer demand. …

JF - 2021 Q4 - Investment Update

2021 Q4 – Investment Update

VanceWealth Market Commentary, Market Update

Fall is upon us! Neighbors are dusting off their ghouls and goblins and decorating for Halloween. Once Thanksgiving arrives, it seems like the year ends within a blink of an eye and 2022 is here. Not that long ago did our uphill journey begin from the depths of the “COVID Correction” ravine. Now it’s time to catch our breath and peer over the horizon at what’s to come as we begin our descent from this peak. However, just as the …

021220 Vancewealth Marketing SchlickArt 1028 EditSRGBlowres 1016x677 - 2021 - Q3 Market Update

2021 – Q3 Market Update

VanceWealth Market Commentary, Market Update, Political Commentary, Tax Issues

We hope you are all enjoying your summer! It is another hot one in Southern California, almost as hot as the real estate market. I know the Vance Wealth team has been trying to beat the heat by heading to the beach or spending time in the pool this summer. However you are trying to beat the heat, we hope you are getting some sort of relief.   What if I told you the S&P 500 is up almost 90% …

061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - 2021 Q1 Investment Update

2021 Q1 Investment Update

VanceWealth Market Commentary, Market 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 Fund Advisors (DFA) did a great job on their article titled “Market Review 2020: Looking Back on an Unprecedented Year,” and wanted to share it …

PH JF Guest 1016x677 - Looking Back To Grow Forward

Looking Back To Grow Forward

Shanele Stoll Financial Planning, Market Commentary, Market Update

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 2020’s impact on your life and finances will leave blind spots in your planning, and you may miss out on some important opportunities to course correct. To create …

TT JF Guest  1016x677 - Start The Year With 3 Keys To Financial Success

Start The Year With 3 Keys To Financial Success

VanceWealth Financial Planning, Market Commentary, Retirement

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 this year, we’re all eager to return to some sense of normalcy. But moving forward without a clear picture of how those changes affect your …

Team snip 1016x672 - When the world is changing … so should your financial plan

When the world is changing … so should your financial plan

VanceWealth Achieve More, Business Owner, Market Commentary, Market Update

Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some point, we must pivot or get left behind. “It’s easy to stick with the old way of thinking – to refuse to adapt to the …