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...
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...
With inflation spiking to a 31-year high, financial advisers are taking action in client portfolios. That’s the subheading of the InvestmentNews article. An excerpt: “It is coming up in every single conversation,” said Vance Barse, founder of Your Dedicated Fiduciary....
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