by Vance Barse | Feb 14, 2020 | Financial Planning, News
To celebrate Valentine’s Day, CityWire talked to a few RIAs about how they show clients they appreciate them. That’s the subheading of the CityWire article. An excerpt: There’s no shortage of ways to show clients that you care. Here are some that have resonated...
by Vance Barse | Jan 24, 2020 | Financial Planning, Video
Accessory Dwelling Units (“ADUs”) are booming in Southern California and other parts of the country. Commonly known as granny flats or in-law suites, ADUs are typically small structures that the owner rents out for income and may also use as a place to...
by Vance Barse | Jan 23, 2020 | Blog, Financial Planning
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...
by Vance Barse | Dec 16, 2019 | Financial Planning, News
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...
by Vance Barse | Nov 21, 2019 | Financial Planning, News
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...
by Vance Barse | Nov 20, 2019 | Financial Planning, News
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...
