Posts Tagged ‘finance’
Strategic Tax Planning with Simplify365®
Keep More of What You Earn In a business climate where every decision impacts your bottom line, effective tax planning isn’t just a necessity, it’s a strategic advantage. That’s why we created simplify365®, a comprehensive tax planning program designed to help you manage your tax burden proactively and keep more of what you’ve built. A…
Read MoreFrom the Desk of John Vance – To Our Vance Wealth Friends and Family
So far, this year has been full of meaningful moments — and I’m feeling especially grateful for the balance of family time, professional growth, and the community that ties it all together. In late March, Carmen and I set off on a special trip overseas. We spent a few days in London, enjoying theater performances…
Read MoreTariffs, Trends, and Timing: Understanding the Current Market Landscape
The volatility in the markets over the past few days has brought back bad memories from 2020 and the massive swings in the markets. The White House’s latest tariff announcements mark a sharp escalation in trade protectionism, with a new 10% baseline tariff on most U.S. imports and additional reciprocal tariffs pushing the weighted average…
Read MoreLegacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isn’t easy, and there are three common mistakes we often see—mistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Read MoreHave You Subscribed to Our YouTube Channel Yet?
Don’t miss out on exclusive educational content, market updates, and live-streamed insights designed to help you stay informed and ahead. Why Subscribe? Instant Updates: Get notified about live streams and new videos as soon as they’re available. Convenience: Access valuable content anytime, anywhere. How to Subscribe: Go to the Vance Wealth YouTube channel. Click the…
Read MoreWe Are Hiring!
Join Our Team: Investment Associate Role at Vance Wealth At Vance Wealth, we’re not just a financial planning firm—we’re a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. We’re seeking an Investment Associate to support investment and trading operations. In this role, you’ll ensure the smooth execution of trades, manage…
Read MoreFrom the Desk of John Vance
To Our Vance Wealth Friends and Family, As we wrap up 2024 and look toward the New Year, I’m filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebrating—both personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNER™ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today we’re excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Josh’s professional growth…
Read MorePlanning For Longevity: The Two Essentials for A Fulfilling Future
There are two vital pieces to ensuring a long, happy future: a strong financial plan and a commitment to health. At Vance Wealth, we’ve seen firsthand how these two elements work together through the example of our clients, who demonstrate how to live well, age well and truly enjoy every stage of life. “Some of…
Read MorePress Release -simplify365®
FOR IMMEDIATE RELEASE simplify365®: Get Organized. Build Wealth. Achieve More. Santa Clarita, CA — February 3rd, 2025 — Business owners now have a specialized solution to simplify their financial management and maximize their savings with the launch of simplify365®, a division of Vance Wealth. Running a business is as rewarding as it is demanding. When…
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