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...
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...
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...
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 | 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...
by Vance Barse | May 1, 2022 | Estate Planning, Fiduciary Financial Planner, Financial Planning, Tax, Tax Planning, Video
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...
