by Lisa Martinez | Nov 11, 2025 | Financial Planning, High Net Worth, Investment Advisor, News, Portfolio Management
Most advisors focus on your portfolio. Here’s what they’re missing. Most financial advisors do not use their clients’ tax returns as the foundation of their wealth management and financial planning. With two decades of experience, Vance Barse, CPWA®,...
by Lisa Martinez | Oct 13, 2025 | Charitable Planning, Estate Planning, Financial Literacy, News, Portfolio Management, Wealth Management
It’s the season of giving, and high-net-worth estates can benefit from tax-efficient charitable planning to make donations count for this tax year. With the holiday season rapidly approaching, year-end charitable donations have entered the conversation. You...
by Nick | Aug 1, 2023 | Fiduciary Financial Planner, Financial Advisor, Financial Literacy, News
Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle...
by Nick | Aug 1, 2023 | Federal Reserve, Inflation, Markets, News, Volatility
Financial advisors and market watchers will continue looking toward September for the Federal Reserve’s next swipe at the inflation giant it hasn’t yet been able to slay. An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, describes the Fed’s current...
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 Nick | May 1, 2023 | News
An excerpt: Your Dedicated Fiduciary’s Vance Barse said in an interview with VettaFi, “It’s important for advisors to understand the historical behavior of certain sectors within fixed income during recessions, because some types of bonds have the propensity to...
