by Vance Barse | Oct 18, 2020 | Financial Planning, News
Jumping from the employee channel to build an independent advisory practice is increasingly easy—except when it comes to health insurance. That’s the subtitle of the article. An excerpt: Advisor Vance Barse of Your Dedicated Fiduciary in San Diego, Calif. operates...
by Vance Barse | Sep 3, 2020 | Financial Planning, News
First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...
by Vance Barse | Jul 19, 2020 | Financial Planning, News
There are Benefits for Advisers That Create More Than Just a Balanced Portfolio for Clients That’s the subheading of the InvestmentNews article. An excerpt: “Given the rise in popularity of ETF-based investing, it’s no surprise to see ETFs in this arena, but it’s...
by Vance Barse | Jun 8, 2020 | Financial Planning, News
Five advisors tell us about their most memorable client meetings. That’s the subheading of the CityWire article. An excerpt: The best client meeting I’ve had is one client was moved to tears after I worked alongside her CPA and estate planner in implementing a...
by Vance Barse | May 13, 2020 | Financial Planning, News
Key Points: Market selloffs can actually create an opportunity to enhance long-term portfolio objectives. One of the most important concepts in portfolio management is tax-smart investing. The tax efficiency of your non-retirement portfolio is an important...
by Vance Barse | Apr 17, 2020 | Financial Planning, News
We caught up with five advisors who are working from home to find out what books and films are currently getting them through the lockdown. That’s the subheading of the CityWire article. An excerpt: Our two children think every day is Saturday and love watching Frozen...
