John Vance 1016x531 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Achieve More, Community, Financial Planning, Team Update

To Our Vance Wealth Friends and Family,   Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start …

Jerrod - Title

2021 Q2 Investment Update

VanceWealth Financial Planning, Market Update

We’ve officially surpassed the 1-Year Anniversary of this pandemic. I do not think any of us realized it would go on for this long, considering what we were told in the beginning. When we look back over the past year, I feel like in general it flew by because we did not really do much and everything seemed to blend together. But, while we were in it, the time seemed to crawl by day to day and week to week. …

4 Keys  Business owner 1016x677 - 4 Keys to a Strong Financial Foundation for business owners

4 Keys to a Strong Financial Foundation for business owners

VanceWealth Business Owner, Financial Planning, Retirement

  At Vance Wealth, we believe financial planning should empower you to achieve what matters most. Our thoughtful process is designed to help you stay the course when things are working, and embrace change when it’s needed to forge a path to something greater. For business owners, this includes a financial plan for your company that’s as comprehensive as your personal plan – and it all starts with four best practices that set up every business for success. “One of the …

Team Member of the Quarter   Lisa Maloney 1016x1355 - VANCE TEAM MEMBER SPOTLIGHT - A Fond Farewell to Lisa Maloney

VANCE TEAM MEMBER SPOTLIGHT – A Fond Farewell to Lisa Maloney

VanceWealth Team Update

After nine years with the firm, Director of Business Operations and Chief Compliance Officer Lisa Maloney –more affectionately known as the “office mom” – is leaving the Vance Wealth team. However, she will always be part of the family. Lisa’s planning on spending much of her downtime with her mother, whom she is currently caring for. “My Mom has been a lifelong support system for me,” Lisa shared, “so I feel fortunate to have this time to spend with her.” …

Vance Wealth welcomes back Chris Pelch as COO - Daily Steps To Long Term Success - The Importance of Operational Efficiency for Business Owners

Daily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners

VanceWealth Achieve More, Business Owner, Community

If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …

CP Press Release - Vance Wealth welcomes back Chris Pelch as COO

Vance Wealth welcomes back Chris Pelch as COO

VanceWealth Community, Team Update

Vance Wealth welcomes back Chris Pelch as COO Santa Clarita financial planning firm hires operations officer following another year of growth   Santa Clarita, Calif. — After a year of record growth, Santa Clarita-based financial planning firm Vance Wealth is excited to welcome back Chief Operating Officer Chris Pelch, who is returning to the team to help support a new phase of expansion.   “Over the last three years, we’ve grown our team from 6 to 13 employees while also growing …

Sudden Wealth - Turn Sudden Wealth Into Forever Wealth

Turn Sudden Wealth Into Forever Wealth

VanceWealth Sudden 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? 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 …

JV JF TT - With the Election Looming, Have the Results Mattered Historically for Markets?

With the Election Looming, Have the Results Mattered Historically for Markets?

VanceWealth Market Commentary, Market Update, Political Commentary

It has been argued that the upcoming election on November 3rd between Democratic presidential nominee Joe Biden and the incumbent Republican president Donald Trump, is the most important election in history. I am not here to argue that; I believe every election is important. But, while important, has it really mattered who won (Democrat or Republican) historically for the markets? The short answer is no.   In terms of overall market performance, we’ve seen the markets do well under Republican …

JV - To Our Vance Wealth Friends and Family

To Our Vance Wealth Friends and Family

VanceWealth Team Update

The past quarter brought many changes to business as usual, and though we’ve all been adjusting, I was proud to watch the Vance Wealth team find its groove with the same urgency and passion I value so much. Half of the team has chosen to work from home, and half of us have decided to continue working in the office while practicing safe social distancing. Regardless of where we choose to show up, however, we’ve all been grateful for the …

VW Q2 Newsletter pic COVER 1016x677 - Keeping Calm - Even in Crisis

Keeping Calm – Even in Crisis

VanceWealth Market Commentary

So much of what we aspire to in financial planning is simply freedom – freedom of your time, freedom to pursue opportunity, freedom to achieve purpose. When it allows you to live the life you’ve always imagined, working toward financial independence is a very empowering experience. But the recent global pandemic has challenged our notion of freedom on many fronts. We’re learning to live with new limitations as we put the health and safety of our loved ones and neighbors …