YDF's Blog
An Unforgettable Moment, Nashville, and New York City
The Barse family has some exciting news to share: we welcomed our newest member, Delaney Barse, into the world on March 13th.
5 Common Financial Planning Myths
For nearly a decade, I served as an investment consultant to leading financial advisors around the country. During that time, I learned a lot about financial advisors, the banking system, and the financial services industry. In the transition from consulting advisors to becoming a wealth strategist directly serving individuals and families, I’ve observed five common financial planning myths. I’m here to provide insight that I believe will help you decide what kind of advisor you should work with.
See You at the Toews Behavioral Portfolio Design Workshop
You may know that I have a degree in Neurobiology & Neurophysiology. As you’d imagine, I have a keen interest in how the mind works and the emotions that go into making decisions involving finance. In that regard, I’m happy to be attending the Toews Behavioral Portfolio Design workshop in San Diego, Tuesday, November 6.
Closing the Gap Between Taxes and Investments
One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning.
Alternative Investments: The Time to Hedge May Be Now
It’s been a decade since the collapse of Lehman Brothers and the “Great Recession” of 2008. Today, the stock market keeps notching new highs, consumer confidence is at an all-time high, unemployment is around an all-time low, and Uber drivers are touting marijuana stocks instead of that “Bitcoin thing.”