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...
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...
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...
