by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized
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...
by Vance Barse | Jan 15, 2022 | Blog, Roth Conversion, SECURE Act, Tax Bracket Management
It doesn’t take reading Alexander Pope’s Essay on Man to know that hope springs eternal. The transition into a new calendar year is, ultimately, just another day, but we human beings ascribe deeper meaning and optimism to the annual tradition of ringing in our next...
by Vance Barse | Oct 9, 2021 | Blog, Certified Private Wealth Advisor®, Financial Planning
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...
by Vance Barse | Sep 9, 2021 | Blog, Fiduciary Financial Planner, Financial Advisor, Financial Planning
Financial Advisor in Prosper, TX Looking for a financial advisor in Prosper, TX? If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm has an...
by Vance Barse | Jun 9, 2021 | Blog, Fiduciary Financial Planner, Financial Advisor, Financial Planning
Looking for a financial advisor in San Diego, CA If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm is based right here in San Diego, CA. In...
by Vance Barse | Apr 28, 2021 | Blog, Financial Planning
“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...
