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 Update
2023 – Q3 Market Update
Dear Clients and Friends, We are already more than halfway through 2023; time once again seems to elude us. We hope your summer months have been busy with the things you enjoy most in life. Markets ha
Market Update, Tax Issues
8 Tax-Saving Tips That Must Be Applied Before Year-end
Here are eight essential tax-saving tips that must be implemented before year-end. If you want to maximize your tax benefit in 2021, you must act soon. 8 Tax-Saving Tips That Must Be Applied Before Ye
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 Update
2021 Q2 Investment 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 ov
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