Market Update
Do I have enough to retire with the lifestyle I had planned?
If thereâs one thing for certain, itâs that most of us donât like uncertainty. Itâs inherent in our nature, we like safety and security. If youâre nearing retirement, youâre probably asking yourself, âdo I have enough to retire, with the lifestyle I had planned?â 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 FORBESâ LIST OF BEST-IN-STATE WEALTH ADVISORS
SANTA CLARITA, CA â 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 – âWhat the heck do we do, John?â My thoughts âŠ.
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 âoverboughtâ and ready for…
Read More2020 Q1 Investment Update
Economists called for a recession in 2019; the market didnât 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 âups…
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 isnât going away, and that means the risk of more market sell-offs. But for stock investors, the…
Read More2019 Mid-Year Investment Update â âFor the Recordâ
As we conclude Quarter 2 and look forward to the remainder of 2019, the S&P 500 just posted its best first half market performance in 22 years. This comes on the heels of an extremely volatile Q4 2018 due to slowing global growth concerns, trade issues and tariff talks, and a flat/inverted yield curve that…
Read MoreInvestment Update – Q1
2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and…
Read MoreHow do headlines affect your portfolio? Your Midyear Investment Update
Each summer, we provide a Midyear Investment Update because we believe in not only preparing for lifeâs uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind. Real News Vs. Fake News In recent months, news headlines have been…
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