. Financial Planning Archives - Your Dedicated Fiduciary® Advanced Wealth Management Strategy Sat, 18 Apr 2026 15:43:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.png Financial Planning Archives - Your Dedicated Fiduciary® 32 32 Protected: Lodi, CA | Tax, Estate & Wealth Planning https://yourdedicatedfiduciary.com/lodi-california-wealth-planning/ Fri, 17 Apr 2026 15:58:13 +0000 https://yourdedicatedfiduciary.com/?p=4362 There is no excerpt because this is a protected post.

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]]> What Is Comprehensive Financial Planning? https://yourdedicatedfiduciary.com/comprehensive-financial-planning/ Wed, 12 Nov 2025 01:25:09 +0000 https://yourdedicatedfiduciary.com/?p=3987 Comprehensive financial planning explained. Notice critical differences between portfolio management and true wealth planning for high-net-worth families.

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]]> High-Net-Worth Financial Planning: Are These Gaps Costing Your Family? https://yourdedicatedfiduciary.com/high-net-worth-financial-planning/ Tue, 11 Nov 2025 08:42:23 +0000 https://yourdedicatedfiduciary.com/?p=3980 High net worth financial planning requires more than investment management. Barse highlights common planning gaps that cost the wealthy millions.

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]]> Fiduciary Wealth Management: Misconception Number One https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-one/ Thu, 22 Jun 2023 14:19:46 +0000 https://yourdedicatedfiduciary.com/?p=2788 Fiduciary financial advisor Vance Barse discusses misconception number one–”All Advisors Do Comprehensive Financial Planning”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary#WealthManagement#FiduciaryWealthManagement#InvestmentAdvisor#BestInterest#FinancialPlanner#FinancialPlanning

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]]> A Financial Planner’s Guide to Landing a Job https://yourdedicatedfiduciary.com/a-financial-planners-guide-to-landing-a-job/ Fri, 14 Apr 2023 14:33:37 +0000 https://yourdedicatedfiduciary.com/?p=2648 An excerpt: According to Your Dedicated Fiduciary wealth strategist and founder Vance Barse, CPWA®, AIF®, many applicants aren’t even covering the basics of spellchecking and formatting their resumes.   Barse said, “It is mindboggling to me how many resumes I have received that have spelling and grammatical errors on them and that have inconsistent formatting. I’m not […]

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]]> Succession Planning for Financial Advisors https://yourdedicatedfiduciary.com/succession-planning-for-financial-advisors/ Mon, 21 Nov 2022 11:53:57 +0000 https://yourdedicatedfiduciary.com/?p=2324 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.

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]]> This Too Shall Pass https://yourdedicatedfiduciary.com/this-too-shall-pass/ Fri, 07 Oct 2022 14:51:14 +0000 https://yourdedicatedfiduciary.com/?p=2255 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 Autumnal Equinox, which means fall is officially here. Time for pumpkin […]

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]]> Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor https://yourdedicatedfiduciary.com/how-to-hire-a-financial-advisor/ Mon, 01 Aug 2022 13:02:00 +0000 https://yourdf.net/?p=97 The power of education is remarkable, so I'm offering this resource 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 hiring, and outlines how to hire the right financial advisor.

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]]> Marrying Passion & Purpose: Tax-Smart Charitable Planning Strategies for Equestrians https://yourdedicatedfiduciary.com/charitable-planning-equestrians/ Mon, 01 Aug 2022 13:01:03 +0000 https://yourdedicatedfiduciary.com/?p=1142 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 specializes in advanced planning

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]]> Portfolio Strategies for a Bear Market https://yourdedicatedfiduciary.com/portfolio-strategies-for-a-bear-market/ Mon, 01 Aug 2022 13:00:32 +0000 https://yourdedicatedfiduciary.com/?p=1941 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 visually simple. Hat tip to acquaintance Jim Bianco for the graphs.

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