“Clients who are worried about stock market implosions may benefit from modifying their portfolio so that they don’t have more than the appropriate amount of exposure to equities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego. See A...
Women who relinquish all financial decision-making to spouses or others, do so at their own peril That’s the subheading of the InvestmentNews Editorial article. An excerpt: Because of the obvious mess resulting from one person’s being omitted from decisions of...
Danger! When it comes to steering the financial ship, women are hesitant to make waves That’s the subheading of the InvestmentNews article. An excerpt: Financial professionals themselves share some of the blame for women being out of touch on family finances, several...
A majority of high-net-worth women defer to spouses on long-term financial planning. That can create problems for them and their families. That’s the subheading of the Barron’s article. An excerpt: “The onus is on the financial adviser to include the wife as a core...
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego. “Not everyone needs an advisor, but it’s important to know the difference between brokers and fiduciaries,” he said. See Switching...
AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy That’s the subheading of the InvestmentNews article. An excerpt: “While hiring an outside auditor isn’t required from a fiduciary standpoint, doing so...
