YDF's Blog
Wyoming Estate Planning | Trusts & Wealth Transfer Strategies
Wyoming Financial Planning Strategies for High-Net-Worth Families Focused on Asset Protection, Tax Efficiency, and Generational Wealth TransferIn Wyoming, wealth usually feels more like legacy than income Most of the families I speak with here don’t describe...
San Diego Biotech & Startup Financial Planner
Unlock your financial potential with bespoke planning solutions like RSU, ISO, NSO, and Tax Planning strategies designed for San Diego's high-net-worth individuals.If you work in biotech in San Diego, your financial life is probably more complex than it looks on...
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Vance Barse Featured in USA Today on Home Buying in 2025
Did you buy or sell a home in 2025? There's a lot to think about, especially for first-time buyers or sellers.If you sold a home during 2025, particularly one you had owned for a while, you may have pocketed a good amount of cash. Luckily, homeowners are entitled to...
High-Net-Worth Financial Planning: Are These Gaps Costing Your Family?
High net worth financial planning requires more than investment management. Barse highlights common planning gaps that cost the wealthy millions.
Meet an Advisor – Vance Barse
Exchange is coming February 5–8, so Evan Harp is talking with some of the advisors who will be there. Today’s edition is focused on Vance Barse, Founder and Wealth Strategist of Your Dedicated Fiduciary. Evan Harp: When and how did your practice begin? Vance Barse: My...
This Too Shall Pass
One of the origins of the age-old adage “this too shall pass” is credited to Jewish folklore, which recently came up in conversation with a client during Rosh Hashanah. The phrase was attributed to King Solomon in the mid-19th century. September 22nd marked the...
Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor
The power of education is remarkable, so I’m offering this resource to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about hiring, and outlines how to hire the right financial advisor.
Marrying Passion & Purpose: Tax-Smart Charitable Planning Strategies for Equestrians
By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ®, Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and specializes in advanced planning