Posts Tagged ‘planning’
Legacy 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 isnāt easy, and there are three common mistakes we often seeāmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Read MoreHave You Subscribed to Our YouTube Channel Yet?
Donāt 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 theyāre 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, weāre not just a financial planning firmāweāre a team driven by purpose, collaboration, and a commitment to delivering exceptional client experiences. Weāre seeking an Investment Associate to support investment and trading operations. In this role, youāll 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, Iām filled with both gratitude and excitement for what lies ahead. This season has been filled with moments worth celebratingāboth personally and professionally. The highlight of this past quarter was, without a doubt, our wedding celebration in…
Read MoreJosh Mumper Earns CERTIFIED FINANCIAL PLANNERā¢ Designation
Committed to Continuous Growth At Vance Wealth, we take pride in celebrating the accomplishments of our team, and today weāre excited to recognize Josh Mumper for earning the CERTIFIED FINANCIAL PLANNERā¢ (CFPĀ®) certification, demonstrating his passion for delivering the highest level of financial planning expertise. This accomplishment marks a significant milestone in Joshās 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, weāve 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. āSome of…
Read MoreWHAT THE RECENT FED RATECUT MEANS FOR YOU And What You Should Do About It
WHAT THE RECENT FED RATE CUT MEANS FOR YOU And What You Should Do About It This past September, the Federal Reserve announced a 0.5% reduction in short-term interest rates, delivering a bigger-than-expected cut. This move marks a shift in strategy from the previous two years. āThe Federal Reserve spent the last couple of years…
Read MoreHow To Define A Legacy
OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater ā a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…
Read MoreUnderstanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Hereās how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner.Ā The Corporate Transparency Act (CTA) requires certain businesses…
Read MoreUnlock More Potential: Entrepreneur Edition
A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be ā and you also know how consuming it can be, too. Itās hard not to get caught up in the day-to-day grind, but what affects your business affects your…
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