There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
One of the highest professional honors is being hired by other members of the financial services community. Our firm is excited to announce the strategic alliance with Potomac Fund Management in bringing financial planning strategies to its staff. An excerpt (remember...
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, CPWA®, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar’s updated categories, reflects on what it was like leading a company through...
Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for...
Financial Advisor in Prosper, TX Looking for a financial advisor in Prosper, TX? If so, you’re in the right place. I’m Vance Barse, CPWA®, AIF®, and I taught leading financial advisors nationwide for a decade before founding Your Dedicated Fiduciary®. My firm has an...
“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become.” – Steve Jobs Please click the play button below for a heartfelt message. To listen to the podcast, please click the play button below....
