Market Update
When the world is changing … so should your financial plan
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…
Read MoreWith the Election Looming, Have the Results Mattered Historically for Markets?
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…
Read More2020 Q3 Investment Update – To Open or Not to Open? That is the Question.
Every individual and local government is asking themselves this same question. It is a constant struggle and well known that the virus has impacted everyone to varying degrees. How do you balance the economic and financial impact of the “Stay at Home” order, while also safely open the economy to get people back to work…
Read MoreDo I have enough to retire with the lifestyle I had planned?
If there’s one thing for certain, it’s that most of us don’t like uncertainty. It’s inherent in our nature, we like safety and security. If you’re nearing retirement, you’re probably asking yourself, “do I have enough to retire, with the lifestyle I had planned?” As simple as it sounds, living comfortably comes down to cash…
Read More2020 Q2 Investment Update
2020 Q2 Investment Update The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will subside and prosperity will return. But, what cannot be so easily recovered is the loss of a job, the loss…
Read MoreJOHN VANCE NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS
SANTA CLARITA, CA – John Vance Founder and 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 January, 16, 2020. The Forbes ranking of Best-In-State…
Read MoreCoronavirus, DOW Drops 3,600 points in the last 2 weeks – “What the heck do we do, John?” My thoughts ….
Likely, you have been consuming too much news lately, so I wanted to provide you with my thoughts. So, here we go: No doubt, a significant drop (like 3,600 points in the DOW) is unsettling, and the media LOVES the headlines – Fear sells. The stock market has been pretty “overbought” and ready for…
Read More2020 Q1 Investment Update
Economists called for a recession in 2019; the market didn’t answer. We came off a record-setting year where we saw the most significant market gains since 2013. In a year where many called for a recession (not us), we would say that is pretty good. Now those same individuals say it will happen in 2020…
Read More2019 Q4 Investment Update
The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups…
Read MoreTime in the market versus timing the market
I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: Volatility isn’t going away, and that means the risk of more market sell-offs. But for stock investors, the…
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