by Vance Barse | Mar 20, 2020 | Financial Planning, News
If your clients each receive $1,000, what would you suggest they do with it? Here’s how some advisors are thinking about ‘Yang payments.’ That’s the subheading of the Wealth Management article. An excerpt: Indeed, the possibility of Yang payments...
by Vance Barse | Feb 14, 2020 | Financial Planning, News
To celebrate Valentine’s Day, CityWire talked to a few RIAs about how they show clients they appreciate them. That’s the subheading of the CityWire article. An excerpt: There’s no shortage of ways to show clients that you care. Here are some that have resonated...
by Vance Barse | Dec 16, 2019 | Financial Planning, News
As the year comes to a close and we prepare to embark on the roaring 2020s, it’s a good time to evaluate your asset allocation. That’s the beginning of Cinthia Murphy’s article on ETF.com. An excerpt: Vance Barse, Wealth Strategist and Founder at Your Dedicated...
by Vance Barse | Nov 21, 2019 | Financial Planning, News
A merger of the two larger brokerage firms faces antitrust and other hurdles, according to some key industry watchers That’s the subheading of the ThinkAdvisor article. An excerpt: “It’s big news, as yet another example of the massive consolidation taking place in...
by Vance Barse | Nov 20, 2019 | Financial Planning, News
Investors are ignoring low yields in pursuit of safety That’s the subheading of the InvestmentNews article. An excerpt: “Given year-to-date performance in domestic equities, people are starting to modify their portfolios to be positioned more...
by Vance Barse | Nov 11, 2019 | Financial Planning, News
Signals are flashing that growth stocks are giving way to value strategies That’s the subheading of the InvestmentNews article. An excerpt: “I’m seeing it and I have already allocated into it,” Vance Barse, wealth strategist and founder of Your...
