by Vance Barse | Aug 1, 2019 | Financial Planning, News
“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...
by Vance Barse | Jul 31, 2019 | Financial Planning, News
With 100 million consumers at risk, advisers are reminding clients to follow basic cybersecurity practices That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management, said that even though cybersecurity...
by Vance Barse | Jul 24, 2019 | Financial Planning, News
“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...
by Vance Barse | Jul 20, 2019 | Financial Planning, News
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...
by Vance Barse | Jul 9, 2019 | Financial Planning, News
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...
by Vance Barse | Jul 9, 2019 | Financial Planning, News
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...
