Download this PDF By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ® Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and...
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, CPWA®, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar’s updated categories, reflects on what it was like leading a company through...
One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning. Ostensibly, it’s because advisors and firms...
The Millionaire’s Guide to Hiring the Right Financial Advisor
Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?
