. Penta Archives - Your Dedicated Fiduciary® Advanced Wealth Management Strategy Wed, 10 May 2023 18:56:59 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.png Penta Archives - Your Dedicated Fiduciary® 32 32 Future Returns: Why Women Need to Participate in Financial Planning https://yourdedicatedfiduciary.com/barrons-financial-planning-for-women/ Tue, 04 Apr 2023 16:20:08 +0000 https://yourdedicatedfiduciary.com/?p=2603 An excerpt: Vance Barse is the founder of Your Dedicated Fiduciary, an investment advisor firm based in San Diego, Calif., that has made centering women a bedrock of its practice: two-thirds of its clients are female-headed households. In a conversation with Barron’s Penta, Barse says that if women aren’t part of the financial-planning conversation already, […]

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