by Nick | Jul 24, 2023 | Financial Advisor, High Net Worth, Investing, Investor Behavior, Luxury Stocks, News, Private Wealth, Stocks, Ultra High Net Worth, Wealth Management
The very wealthiest may have an array of experts and tools to help them deftly manage their funds, yet many still follow the most basic tried-and-true stock picking advice: Invest in what you know. An excerpt: “A lot of ultrahigh-net-worth investors are fans of Warren...
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...
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...
by Vance Barse | Aug 1, 2022 | Blog, Financial Planning, Investing
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...
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...
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....
