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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
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  • free introduction
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...
Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

by Chris Isom | Apr 14, 2023 | Banking Crisis, Federal Reserve, Monetary Policy, News, SVB, Volatility

Vance Barse and Rita Cheng are telling their clients there’s no need to do anything rash. An excerpt: “I think the 24-hour news reel on the banking crisis has served as great fodder for the masses to live in their amygdala function, which has resulted in a lot of...

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