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®,...
What Is Comprehensive High Net Worth Financial Planning? Most financial advisors never ask to see your tax returns or use them as the basis for your wealth management. This significant gap alone could be costing you significantly in unnecessary taxes, even if you have...
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...
Fiduciary financial advisor Vance Barse discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. In this video, Vance covers the four main types of portfolio...
Fiduciary financial advisor Vance Barse continues to discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download...
One of the origins of the age-old adage “this too shall pass” is credited to Jewish folklore, which recently came up in conversation with a client during Rosh Hashanah. The phrase was attributed to King Solomon in the mid-19th century. September 22nd marked the...
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