Market Commentary, Market Update
From the desk of Jerrod Ferguson, CFP®- Broadening market leadership, the AI question, and why diversification still matters
Dear Clients and Friends, As summer comes to a close, we’ve enjoyed hearing about the experiences that made it memorable for so many of our clients, from exciting trips and family getaways to dropping
Community, Market Commentary, Market Update, Tax Issues
Understanding the Corporate Transparency Act
The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here's how: On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited l
Financial Planning, Market Commentary
Maximizing Your Cash Reserves: Expert Advice
Maximizing Your Cash Reserves: Expert Advice with Anthony Goring, Investment Associate If you have substantial cash reserves in your account with a low return rate, you may want to consider taking the
Market Commentary, Market Update, Political Commentary, Tax Issues
2021 – Q3 Market Update
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 headin
Financial Planning, Market Commentary, Market Update
Looking Back To Grow Forward
After a year like 2020, it might be tempting to jump straight into 2021 and never look back. Last year, we all experienced massive disruption and change to our personal and professional lives, and eve
Financial Planning, Market Commentary, Retirement
Start The Year With 3 Keys To Financial Success
There are three keys to starting 2021 with personal and financial success. Here are our recommendations from the Vance Wealth advisors. After a year like 2020, it might be tempting to jump stra