by Vance Barse | Jun 27, 2019 | Financial Planning, News
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego. “Not everyone needs an advisor, but it’s important to know the difference between brokers and fiduciaries,” he said. See Switching...
by Vance Barse | Jun 18, 2019 | Financial Planning, News
AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy That’s the subheading of the InvestmentNews article. An excerpt: “While hiring an outside auditor isn’t required from a fiduciary standpoint, doing so...
by Vance Barse | May 30, 2019 | Financial Planning, News
String of allegations costs the self-help guru his gig as chief of investor psychology at Creative Planning That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management, echoed similar sentiment....
by Vance Barse | May 12, 2019 | Blog, Financial Planning
“It is easier to build strong children than to repair broken men.” – Frederick Douglass The Barse family has some exciting news to share: we welcomed our newest member, Delaney Barse, into the world on March 13th. To say we are thrilled is an understatement, and we...
by Vance Barse | Apr 23, 2019 | Financial Planning, News
Tighter yield spreads, market risk, and the threat of higher taxes are seen driving financial advisers toward bonds That’s the subheading of the InvestmentNews article. An excerpt: “The 2019 tax season was an eye-opening one for many high-income earners,...
by Vance Barse | Apr 12, 2019 | Financial Planning, News
The change could impact how advisers construct fixed-income portfolios for clients That’s the subheading of the InvestmentNews article. An excerpt: “The more transparency we practitioners are provided, the better,” said Vance Barse, a financial adviser at...
