Below you'll find a list of all posts that have been tagged as “Santa Clarita”
Spring has sprung! Easter weekend passed us by, and the year has begun as expected; volatility is back. Volatility creates opportunity, and to be a good long-term investor, one must take the good with the bad. Over the last 20 years, 24 of the 25 best days in the market occurred within one month of one of the 25 worst days1. Another way of putting it is that market timing is not a recommended investment strategy. There is usually …
Vance Wealth surpasses $500 million in assets under management Milestone positions Santa Clarita financial planning firm in California’s top tier of independent wealth advisers Santa Clarita, Calif. — Vance Wealth, a financial planning firm based in Santa Clarita, reached an industry milestone entering 2022 when the firm surpassed $500 million in assets under management. The local registered investment adviser (RIA) firm joined 132 others that have crossed that milestone in California, setting itself apart from the state’s more than …
We’ve all imagined coming into sudden wealth at some point, so what does your dream look like? Maybe it’s a business sale, a massive sign-on bonus, book royalties, a wildly popular invention, or even YouTube stardom. Perhaps you know you’ll eventually experience sudden wealth by receiving an inheritance. Well, what if that money became real? How would you handle it? Would you end up bankrupt, as many others do after receiving a lump sum or would you be able to …
CalSavers is getting ready to impose penalties on employers with more than 100 workers with no retirement plan who haven’t registered—and it’s not cheap. Read more. It is important to understand the business requirement of CalSavers vs. a qualified retirement plan. Learn the difference. At Advanced 401k Solutions, we collaborate with employers to align their retirement plans with their company goals. All while helping meet California State requirements. If you are an employer with 5 or more employees, please reach …
Vance Wealth is built on a set of shared values, and as we looked back at 2021, we noticed a particular focus on one – the desire to get more involved in the community. “When we defined our core values as a firm, we knew we wanted our team to be charitably inclined and community-minded. This is a shared value of many of our clients as well,” said John Vance, President and Visionary of Vance Wealth. We proudly announce that …
As we head into the Fall, my favorite time of year, I’m all about the pumpkin spice. Yes, I’m one of those- I love everything pumpkin! Don’t judge me. But, at Vance Wealth, this time of year is all about year-end tax planning. Here are 5 Tax-Saving Tips that must be applied by year end: Convert your IRA to a Roth IRA: With a Roth IRA, all future withdrawals are tax free, and all gains and earnings grow tax free. …
If you love inspiring speakers, captivating artwork and supporting a local cause, then Empowering HeArts will be the highlight of your 2021 event season. Each year, Single Mothers Outreach hosts an inspiring gala event that honors six local women and six local artists who share their stories on stage and on the canvas. “Empowering HeArts is a celebration of women who have changed lives and shaped their communities amidst adversity,” explained Director of Productivity Tara White, who is also a …
To Our Vance Wealth Friends and Family, While we’ve been committed to continuous growth in the office, at home our family has been enjoying the last few months while everything feels the same. We hosted a backyard graduation party with some family and close friends before Lauren and Evan head off to Boise State University in August. We’re all very excited to see them start the next chapter of their lives but until we see them off, we’ll be …
As an employer, it’s easy to dismiss your employee’s financial wellness as a personal matter. If it affects business, however, then it becomes your business. An annual PwC Employee Financial Wellness Survey found that 35% of employees are distracted at work due to financial matters. Additionally, a study by Fidelity Investments found that employees with high debt miss more work on average than those with minimal debt. To make matters worse, 45% of Baby Boomers have no retirement savings at all, according …
When Chris Pelch came back to Vance Wealth, it was like returning home to family. As Chief Operating Officer, Chris helps strengthen and support the team every day, while continuing to help clients achieve more in business and life. He most enjoys working with a team of people he respects and admires, and he’s uniquely qualified to help Vance Wealth grow according to plan. With a background in education and a master’s degree in business administration, Chris is perfectly positioned …
