Jerrod Gerguson 1016x531 - 2022 Quarter 2 Market Update

2022 Quarter 2 Market Update

VanceWealth Market Update

Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of one of the 25 worst days1. Another way of putting it is that market timing is not a recommended investment strategy.   There is usually …

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 …

062821 Vance Wealth Marketing SchlickArt 7612SRGBlowres 1016x677 - 8 Tax-Saving Tips That Must Be Applied Before Year-end

8 Tax-Saving Tips That Must Be Applied Before Year-end

VanceWealth Market Update, Tax Issues

Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon. 8 Tax-Saving Tips That Must Be Applied Before Year-end  It’s important to understand that these tax-saving tips will only save you money if they are right for you. There are some tips, for example, that benefit those who’ve had a good year, while others create silver linings in an otherwise bad year. Be sure to consider …

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% …

Jerrod - Title

2021 Q2 Investment Update

VanceWealth Financial Planning, Market 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 and everything seemed to blend together. But, while we were in it, the time seemed to crawl by day to day and week to week. …

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 …

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 …

JV JF TT - With the Election Looming, Have the Results Mattered Historically for Markets?

With the Election Looming, Have the Results Mattered Historically for Markets?

VanceWealth Market Commentary, Market Update, Political Commentary

It has been argued that the upcoming election on November 3rd between Democratic presidential nominee Joe Biden and the incumbent Republican president Donald Trump, is the most important election in history. I am not here to argue that; I believe every election is important. But, while important, has it really mattered who won (Democrat or Republican) historically for the markets? The short answer is no.   In terms of overall market performance, we’ve seen the markets do well under Republican …