by Nick | Jul 24, 2023 | Financial Advisor, High Net Worth, Investing, Investor Behavior, Luxury Stocks, News, Private Wealth, Stocks, Ultra High Net Worth, Wealth Management
The very wealthiest may have an array of experts and tools to help them deftly manage their funds, yet many still follow the most basic tried-and-true stock picking advice: Invest in what you know. An excerpt: “A lot of ultrahigh-net-worth investors are fans of Warren...
by Chris Isom | Jun 12, 2023 | Banking Crisis, Bonds, Federal Reserve, Inflation, Investing, Monetary Policy, Stocks, T-bills, Treasuries, Video
Vance Barse joined Jenna Dagenhart on Asset TV to discuss the current economic environment. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Economy...
by Nick | May 1, 2023 | ETF Trends, European ETF Trends, Global Markets, Stocks, Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, joins the discussion on CNBC’s ETF Edge regarding Europe’s outperformance over the United States so far this year explaining, “There are some fundamental factors at play here that...
by Nick | May 1, 2023 | ETF Trends, European ETF Trends, Global Markets, Stocks, Video
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, joins the discussion on CNBC’s ETF Edge regarding Europe’s outperformance over the United States so far this year explaining, “There are some fundamental factors at play here that...
by Nick | Oct 7, 2022 | Blog, Bonds, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Stocks
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...
by Vance Barse | Mar 12, 2022 | Financial Planning, News, Stocks, Volatility
‘With Volatility Typically Comes Opportunity.’ These Are the Smart Moves Advisors Are Telling Clients to Consider Now That’s the title of the CNBC article. An excerpt: “For many investors, the contraction in equity markets dating back to the start of the year may...
