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% …

A Tax Reduction Strategy For People Who Give Back

VanceWealth Charitable Giving, Tax Issues

Your financial plan serves more than just you. When executed with intention and heart, it helps you forge an achievable path to something greater. Many of our clients, for example, include charitable giving in their plan for financial success. Why? They consider it to be their job to support a community that has supported them. It’s why they plan and invest. It’s why they achieve. At Vance Wealth, it’s our job to help you achieve more — especially when it …