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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...
“Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”

“Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”

by Vance Barse | Aug 1, 2022 | blog, Financial Planning, Investing

The power of education is remarkable. As such, I wrote a mini e-book to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about...
Marrying Passion & Purpose: Tax-Smart Charitable Planning Strategies for Equestrians

Marrying Passion & Purpose: Tax-Smart Charitable Planning Strategies for Equestrians

by Vance Barse | Aug 1, 2022 | blog, Charitable Planning, Financial Planning, Tax

Download this PDF By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ® Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and...
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 Barse in Wealth Management Cover Story: Growing Pains

Vance Barse in Wealth Management Cover Story: Growing Pains

by Vance Barse | Jun 10, 2022 | Financial Planning, news

A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out “The content and skill sets that are pushing his firm forward, he said, are focused around planning...
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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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