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. As such, I wrote a mini e-book 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
Portfolio Strategies for a Bear Market
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost.
A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it visually simple. Hat tip to acquaintance Jim Bianco for the graphs.
The Gremlin Fed: What’s All the Hubbub, Bub?
The stock and bond markets have been anything but sleepy lately. After a dreamy 2021, markets were jolted awake with the transition into the new year. The kids and I watched “Falling Hare” yesterday as naptime began, and it hit me. This famed cartoon portrays what’s been driving recent market behavior: the Gremlin Fed.
Hope Springs Eternal
As 2022 gets underway, it’s a great time to regroup, focus on what (and who) truly matters in life, and let hope spring eternal. In traditional New Year spirit, the firm is looking forward to bringing value in new ways to our clients, referral partners, and friends. Here are just a few, with more to follow throughout the year.
Certified Private Wealth Advisor® Designation
Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for high-net-worth clients.
Financial Advisor in Prosper, TX
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