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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
    • careers
  • services
  • insights
    • news
    • blog
    • video library
  • clients
    • client resources
    • client login
  • events
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  • free introduction
Portfolio Strategies for a Bear Market

Portfolio Strategies for a Bear Market

by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized

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...
Hope Springs Eternal

Hope Springs Eternal

by Vance Barse | Jan 15, 2022 | Blog, Roth Conversion, SECURE Act, Tax Bracket Management

It doesn’t take reading Alexander Pope’s Essay on Man to know that hope springs eternal. The transition into a new calendar year is, ultimately, just another day, but we human beings ascribe deeper meaning and optimism to the annual tradition of ringing in our next...

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The Wealth Strategists of Your Dedicated Fiduciary® are investment advisor representatives with and offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

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