Posts Tagged ‘vance wealth’
WHAT 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. “The Federal Reserve spent the last couple of years…
Read MoreFROM THE DESK OF JOHN VANCE
The second half of the year has been off to a great start, with lots of travel with the family and growth at the office. As summer came to an end, the kids went off on their many adventures at the start of the school year. We said our biggest goodbye to Kate, who flew…
Read MoreVance Wealth Recognized for the Second Year in a Row as an Inc. 5000 Honoree: A Testament to Visionary Leadership and Growth
SANTA CLARITA, California — Vance Wealth, a distinguished wealth management firm headquartered in Santa Clarita with offices in Pasadena and Newport Beach, proudly announces that it has once again been recognized as an Inc. 5000 award honoree for 2023. This prestigious accolade, now received for the second consecutive year, underscores Vance Wealth’s enduring commitment to…
Read MoreVance Wealth Team Member Spotlight: Josh Mumper, Wealth Associate
With a background as a 401k plan auditor, Josh Mumper is passionate about guiding business owners to design the retirement plan that helps them achieve more. Born in Pennsylvania but raised in Santa Clarita from a young age, Josh attended Trinity Classical Academy before going on to Liberty University, where he completed his bachelor’s degree…
Read MoreVANCE WEALTH TEAM MEMBER SPOTLIGHT: Brandy Sanchez, Human Resources Manager
With a positive presence and a passion for helping others grow in their professional roles, Brandy puts her experience in talent development to work as the Human Resources Manager at Vance Wealth. “Some of my greatest responsibilities include the recruitment, onboarding and development of our team,” Brandy shared. “It’s essential that we have the best…
Read MoreVance Wealth – Building Lasting Wealth and Caring Culture for 20 Years and Counting
After 20 years in business, the decision to start Vance Wealth may not seem like much of a leap of faith, but when Founder John Vance first opened his own firm, that’s exactly what it required. In 2003, the dot-com bubble had burst, the economy was still in recovery, and to increase the pressure even…
Read MoreTurn Sudden Wealth Into Forever Wealth
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?…
Read MoreCalSavers Penalties on the Horizon
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…
Read MoreVance Team Member Spotlight: Meet Kathy Spencer, Director of People and Culture
As the firm’s Director of People and Culture, Kathy Spencer is dedicated to helping the team create balance in business and life, so they can all achieve more together. Raised in Santa Clarita, Kathy earned her bachelor’s degree in marketing with an emphasis in communications from California State University, Northridge. She began her career in…
Read MoreIn the Community: Connection & Giving In 2021
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.…
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