by Chris Isom | Apr 14, 2023 | Banking Crisis, Federal Reserve, Monetary Policy, News, SVB, Volatility
Vance Barse and Rita Cheng are telling their clients there’s no need to do anything rash. An excerpt: “I think the 24-hour news reel on the banking crisis has served as great fodder for the masses to live in their amygdala function, which has resulted in a lot of...
by Nick | Mar 23, 2023 | Fixed Income, Money Market Funds, News, Silicon Valley Bank, SVB, T-bills, Treasuries
With the recent bank failures, what are advisors telling clients to do about their cash accounts? An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary in San Diego, said his phone has been ringing off the hook with clients who have two...
