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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
  • events
  • contact
  • free introduction
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...
“Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”

“Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”

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...
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...
The Gremlin Fed: What’s All the Hubbub, Bub?

The Gremlin Fed: What’s All the Hubbub, Bub?

by Vance Barse | Feb 10, 2022 | blog, Federal Reserve, Inflation, Investing

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...
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....
Key Takeaways from the Inside Fixed Income Conference

Key Takeaways from the Inside Fixed Income Conference

by Vance Barse | Nov 20, 2019 | blog, Investing

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...
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Disclaimer: Vance Barse is an investment advisor representative with and offers advisory services through Commonwealth Financial Network®, a registered investment adviser.

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