by Vance Barse | Apr 7, 2020 | Financial Planning, News
The stimulus package expands benefits to many workers who weren’t previously eligible, like independent contractors. That’s the subheading of the ThinkAdvisor article. An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, remains upbeat, stating “The...
by Vance Barse | Apr 1, 2020 | Financial Planning, News
Industry experts highlight trends in investing and financial planning, and what they mean for advisors during the COVID-19 crisis. That’s the subheading of the ThinkAdvisor article. An excerpt: “There is an increased interest in historically non-correlated alternative...
by Vance Barse | Mar 31, 2020 | Blog, Financial Planning
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this. The event...
by Vance Barse | Mar 26, 2020 | Financial Planning, Video
Industry experts highlight trends and provide key insight during the BooST keynote on financial services M&A. Are you a financial advisor interested in succession planning? Have you asked, “How do I sell my financial planning practice?” Looking to...
by Vance Barse | Mar 24, 2020 | Financial Planning, Video
Phil talks to four friends of the podcast about how they are coping with the shutdown, the markets and how they are keeping their spirits up during this difficult time. With Ramp Capital, Tim Maloney, Chris Varley and Vance Barse, whose segment starts roughly 3/4 of...
by Vance Barse | Mar 20, 2020 | Financial Planning, News
If your clients each receive $1,000, what would you suggest they do with it? Here’s how some advisors are thinking about ‘Yang payments.’ That’s the subheading of the Wealth Management article. An excerpt: Indeed, the possibility of Yang payments...
