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...
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...
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...
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...
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...
Getting Close to Retirement? Be Sure You’re Plan Includes Managing This Risk That’s the title of the CNBC article. An excerpt: “It’s really important for today’s retirees and pre-retirees to understand [that risk] to their nest egg,” said Vance Barse,...
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