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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
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    • blog
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Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time

Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time

by Vance Barse | Nov 11, 2019 | Financial Planning, News

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...
Vance in ThinkAdvisor: “Am I at Risk of Outliving My Money?” How to Face the Fear

Vance in ThinkAdvisor: “Am I at Risk of Outliving My Money?” How to Face the Fear

by Vance Barse | Oct 22, 2019 | Financial Planning, News

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...
Vance on Bloomberg Radio: a new trend in retirement planning, dealing with market volatility, and what to look for in a financial advisor

Vance on Bloomberg Radio: a new trend in retirement planning, dealing with market volatility, and what to look for in a financial advisor

by Vance Barse | Oct 19, 2019 | Financial Planning, Video

I recently attended Commonwealth’s national conference and had the good fortune of talking to Bloomberg Radio about a very interesting trend in retirement planning. Other topics included how to deal with anxiety about market volatility and what to look for in working...
Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time

Vance in InvestmentNews: Opening an IRA just for Alternative Investments

by Vance Barse | Aug 30, 2019 | Financial Planning, News

Platform leverages the SEC’s crowd-funding regulations to give all investors access to alternatives That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management, acknowledged the appeal of such a...
Webinar: Selecting the Financial Advisor that is Right for You

Webinar: Selecting the Financial Advisor that is Right for You

by Vance Barse | Aug 28, 2019 | Financial Planning, Video, Webinar

This webinar discusses: Do you know the standard to which your advisor is being held? Do you know how much your advisor is really charging you? Is your advisor bridging planning gaps that often exist? Comprehensive planning – what is it, why is it important to you,...
Vance in ThinkAdvisor: “Am I at Risk of Outliving My Money?” How to Face the Fear

Vance in ThinkAdvisor: Advisors’ Advice: Top 11 Retirement Planning Questions Clients Ask

by Vance Barse | Aug 21, 2019 | Financial Planning, News

When it comes to retirement planning, a significant number of Americans continue to be completely unsure about when they can and should retire, as well as how much money they’ll need when they decide to stop working — at least on a full-time basis. Vance Barse, AIF®...
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The Wealth Strategists of Your Dedicated Fiduciary® are investment advisor representatives with and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

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