The transition into 2020 marked the beginning of not only a new year, but a new decade. It also started the very short time clock to when I turn the big 4-0. Yes, the big FOUR ZERO. This “new year, new decade, wow this is forty” thinking prompted reflection on the...
As the year comes to a close and we prepare to embark on the roaring 2020s, it’s a good time to evaluate your asset allocation. That’s the beginning of Cinthia Murphy’s article on ETF.com. An excerpt: Vance Barse, Wealth Strategist and Founder at Your Dedicated...
A merger of the two larger brokerage firms faces antitrust and other hurdles, according to some key industry watchers That’s the subheading of the ThinkAdvisor article. An excerpt: “It’s big news, as yet another example of the massive consolidation taking place in...
Investors are ignoring low yields in pursuit of safety That’s the subheading of the InvestmentNews article. An excerpt: “Given year-to-date performance in domestic equities, people are starting to modify their portfolios to be positioned more...
Signals are flashing that growth stocks are giving way to value strategies That’s the subheading of the InvestmentNews article. An excerpt: “I’m seeing it and I have already allocated into it,” Vance Barse, wealth strategist and founder of Your...
Here’s a behavioral exercise I conduct when my clients get nervous about the future. That’s the subheading of my recent column in ThinkAdvisor. An excerpt: Filtering out the noise, the bottom-line question I hear most among retirees and pre-retirees is “Am I at...
