With the recent bank failures, what are advisors telling clients to do about their cash accounts? An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary in San Diego, said his phone has been ringing off the hook with clients who have two...
A new generation of investors is imbuing that traditional sense of purpose with an awareness of those who have been historically underserved. An excerpt: A strategy developed by fiscal justice practitioners “would allow people to manifest their well intentioned...
With tax season upon us, Vance Barse was interviewed by Heather Bell of ETF.com about the value of the family office model and tax-efficient investing. An excerpt: “If it involves a dollar sign within someone’s estate, we help serve as a financial steward so...
Advisors say single-stock ETFs are more appropriate for short-term institutional traders who understand the inherent risks, not for retail clients. An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, said while these funds may be...
An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, might not be ramping up a big marketing budget, but he has seen about 30% organic growth over the past year by taking advantage of the ability to meet in person after two years of restrictions and...
An excerpt: Dying is the most certain reality of human life, but perhaps the most unknowable. And as America continues to age, the issue of how we pay for the care we’ll need before death is becoming a crisis. Nearly three-quarters of all Americans who reach the age...
