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...
Nobody cheers when the stock market goes down—especially when bonds are crashing at the same time. An excerpt: But the ultrawealthy are different from the average investor: They have access to financial advising strategies that limit their losses—and even help them...
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized. That’s the subheading of the InvestmentNews article. An excerpt: “From a business management perspective it makes sense to scale...
