.Penta Archives - Your Dedicated Fiduciary®Advanced Wealth Management StrategyWed, 10 May 2023 18:56:59 +0000en-US
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1 https://wordpress.org/?v=6.8.3https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.pngPenta Archives - Your Dedicated Fiduciary®3232Future Returns: Why Women Need to Participate in Financial Planning
https://yourdedicatedfiduciary.com/barrons-financial-planning-for-women/
Tue, 04 Apr 2023 16:20:08 +0000https://yourdedicatedfiduciary.com/?p=2603An 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, […]