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...
Vance Barse kept the laughs coming while moderating the “Leveraging Opportunities in Active Fixed Income Strategies” panel. Few things in life are more exciting than talking about bonds and interest rates. Just kidding. For most people, it’s about as thrilling...
“It is easier to build strong children than to repair broken men.” – Frederick Douglass The Barse family has some exciting news to share: we welcomed our newest member, Delaney Barse, into the world on March 13th. To say we are thrilled is an understatement, and we...
Vance Barse AIF®, Wealth Strategist vancebarse.com Think of all the wisdom you’ve gleaned in your career from years of hard work, sacrifice, and dedication. Now consider what you’ve learned about your profession simply by being in it. You know, the good, the bad,...
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...
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. Ostensibly, it’s because advisors...
