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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
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Vance Barse Asset TV May 2023

Vance Barse Asset TV May 2023

by Chris Isom | Jun 12, 2023 | Banking Crisis, Bonds, Federal Reserve, Inflation, Investing, Monetary Policy, Stocks, T-bills, Treasuries, Video

Vance Barse joined Jenna Dagenhart on Asset TV to discuss the current economic environment. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Economy...
This Too Shall Pass

This Too Shall Pass

by Nick | Oct 7, 2022 | Blog, Bonds, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Stocks

One of the origins of the age-old adage “this too shall pass” is credited to Jewish folklore, which recently came up in conversation with a client during Rosh Hashanah. The phrase was attributed to King Solomon in the mid-19th century. September 22nd marked the...
Portfolio Strategies for a Bear Market

Portfolio Strategies for a Bear Market

by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized

Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...
Vance in InvestmentNews: On Inflation, Advisers Hope for the Best, Prepare for the Worst

Vance in InvestmentNews: On Inflation, Advisers Hope for the Best, Prepare for the Worst

by Terri Parthum | Nov 1, 2021 | Inflation, Investing, InvestmentNews, News, Portfolio Management

With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....

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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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