YDF's Blog
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.
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.
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The Importance of Financial Literacy
“An investment in knowledge pays the best interest” – Benjamin Franklin
The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because discussing money is
Celebrating Two & Thank You
It's amazing how time flies. The Barse family celebrated Delaney's second birthday last month. Watching our "baby" girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow unicorn.Your Dedicated...
Good News, Grit, & Gratitude
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this.
The Last Decade & The Lost Decade
In mid-2007, I began serving as an alternative investment consultant to leading private wealth and retail financial advisors. In that role, I would introduce alternative investments as diversifiers or “hedges” aimed at delivering portfolio diversification. Many advisors metaphorically told me to pound sand because the economy was “booming”. What was so fascinating is how many of these same advisors were calling me in early 2009 wanting to invest their clients’ money into the very strategies that had weathered the storm of 2008. Looking back, that’s like putting a seatbelt on after a crash.