by Vance Barse | Mar 12, 2022 | Financial Planning, News, Stocks, Volatility
‘With Volatility Typically Comes Opportunity.’ These Are the Smart Moves Advisors Are Telling Clients to Consider Now That’s the title of the CNBC article. An excerpt: “For many investors, the contraction in equity markets dating back to the start of the year may...
by Vance Barse | Mar 12, 2022 | Financial Planning, News, Retirement Planning
If You’re Nearing Retirement, Be Sure You’re Managing This Big 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, wealth strategist and...
by Vance Barse | Mar 8, 2022 | Financial Advisor, Financial Planning, News
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...
by Vance Barse | Jan 15, 2022 | Financial Planning, News
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...
by Vance Barse | Dec 3, 2021 | Financial Planning, Tax
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...
by Vance Barse | Oct 9, 2021 | Blog, Certified Private Wealth Advisor®, Financial Planning
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...
