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...
by Vance Barse | Apr 28, 2021 | Blog, Financial Planning
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...
by Vance Barse | Mar 31, 2020 | Blog, Financial Planning
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 event...
by Vance Barse | Jan 23, 2020 | Blog, Financial Planning
The transition into 2020 marked the beginning of not only a new year, but a new decade. It also started the very short time clock to when I turn the big 4-0. Yes, the big FOUR ZERO. This “new year, new decade, wow this is forty” thinking prompted reflection on the...
