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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
Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse

Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse

by Chris Isom | Jul 20, 2023 | Fiduciary Financial Planner, Financial Advisor, Public Relations, Video

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Snappy Kraken to speak alongside industry veterans at this year’s Jolt Conference. This insightful session outlines how Vance leverages key relationships with the...
Succession Planning for Financial Advisors

Succession Planning for Financial Advisors

by Terri Parthum | Nov 21, 2022 | Financial Advisor, Financial Planning, Video

Are you a financial advisor looking for succession planning? Vance Barse, CPWA®, AIF® and James Fisher of FP Transitions discuss key insights every seller and buyer should know about the succession planning process. Succession planning for financial advisors is a hot...
This Too Shall Pass

This Too Shall Pass

by Nick | Oct 7, 2022 | Blog, Bonds, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Stocks

One of the origins of the age-old adage “this too shall pass” is credited to Jewish folklore, which recently came up in conversation with a client during Rosh Hashanah. The phrase was attributed to King Solomon in the mid-19th century. September 22nd marked the...
Portfolio Strategies for a Bear Market

Portfolio Strategies for a Bear Market

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...
Vance in Wealth Management Magazine: Financial Advisors Reveal Their Credit Card Hacks

Vance in Wealth Management Magazine: Financial Advisors Reveal Their Credit Card Hacks

by Vance Barse | Mar 8, 2022 | Financial Advisor, Financial Planning, News

There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
Financial Advisor in Prosper, TX

Financial Advisor in Prosper, TX

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...
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  • Snappy Kraken’s Jolt Conference: Financial Media & Public Relations Panel Featuring Vance Barse
  • Fiduciary Wealth Management: Misconception Number One

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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.

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