Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
  • events
  • contact
  • free introduction
Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
  • events
  • contact
  • free introduction
Advisors Roll with the Fed’s Well-Telegraphed Monetary Policy Move

Advisors Roll with the Fed’s Well-Telegraphed Monetary Policy Move

by Nick | Aug 1, 2023 | Federal Reserve, Inflation, Markets, News, Volatility

Financial advisors and market watchers will continue looking toward September for the Federal Reserve’s next swipe at the inflation giant it hasn’t yet been able to slay. An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, describes the Fed’s current...
Vance Barse Asset TV May 2023

Vance Barse Asset TV May 2023

by Chris Isom | Jun 12, 2023 | Banking Crisis, Bonds, Federal Reserve, Inflation, Investing, Monetary Policy, Stocks, T-bills, Treasuries, Video

Vance Barse joined Jenna Dagenhart on Asset TV to discuss the current economic environment. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Economy...
Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

by Chris Isom | Apr 14, 2023 | Banking Crisis, Federal Reserve, Monetary Policy, News, SVB, Volatility

Vance Barse and Rita Cheng are telling their clients there’s no need to do anything rash. An excerpt: “I think the 24-hour news reel on the banking crisis has served as great fodder for the masses to live in their amygdala function, which has resulted in a lot of...

Recent Posts

  • What Is Comprehensive Financial Planning?
  • Protected: High-Net-Worth Financial Planning: Are These Gaps Costing Your Family?
  • Donor-Advised Funds: A Tax-Smart Way to Support Your Favorite Charities
  • Protected: LPL Financial Holding’s Incentive for Commonwealth’s Value Over Name Emphasizes Commitment to Brand Continuity
  • Protected: Succession Planning for Financial Advisors Spotlighted as Wealth Management M&A Activity Hits Record High

home | about | news | client resources | client login | contact | privacy | sitemap

 

San Diego
401 B Street, Suite 2300
San Diego, CA 92101
Dallas
130 N Preston Road, Suite 100-519
Prosper, TX 75078
Lodi
1040 W Kettleman Lane, Suite 1B #1031
Lodi, CA 95240

(844) PLAN-YDF
Customer Relationship form

Subscribe to our mailing list

The Wealth Strategists of Your Dedicated Fiduciary® are investment advisor representatives with and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

This communication is strictly intended for individuals residing in the United States.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

  • Follow
  • Follow
  • Follow
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.