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...
The power of education is remarkable. As such, I wrote a mini e-book to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about...
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...
One of the many joys of parenting two young children is nap time. An afternoon siesta has become a cherished delight in our household, which starts by watching classic Warner Bros. Merrie Melodies cartoons. Enjoying these masterpieces is a great way to doze off. The...
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....
Vance Barse kept the laughs coming while moderating the “Leveraging Opportunities in Active Fixed Income Strategies” panel. Few things in life are more exciting than talking about bonds and interest rates. Just kidding. For most people, it’s about as thrilling...
