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Political Commentary, Tax Issues

Greater Clarity, Better Planning

Greater Clarity, Better Planning How The Latest Tax Code Updates Support Your Life & Legacy For years, tax uncertainty shaped the way we planned. Now, with the recent passage of the One Big Beauti

Blog, Political Commentary, Press Release

The “Big, Beautiful Bill” Just Passed – What Smart Families and Business Owners Should Do Now

By Bronson Feuer, Tax & Planning Strategist at Vance Wealth The most sweeping tax legislation since the Tax Cuts and Jobs Act is now law—and it's already reshaping how individuals and business own

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

Market Commentary, Political Commentary, Tax Issues

2019 Mid – Year Investment Update

Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market