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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
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...
Financial Advisor in San Diego, CA

Financial Advisor in San Diego, CA

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...

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Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.

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