. Uncategorized Archives - Your Dedicated Fiduciary® Advanced Wealth Management Strategy Fri, 24 Apr 2026 21:41:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://yourdedicatedfiduciary.com/wp-content/uploads/2020/12/cropped-YourDedicatedLogo_YDF_OrangeWhite-32x32.png Uncategorized Archives - Your Dedicated Fiduciary® 32 32 Wyoming Estate Planning | Trusts & Wealth Transfer Strategies https://yourdedicatedfiduciary.com/wyoming-estate-planning-advisor-trusts-wealth-transfer-strategies/ Mon, 20 Apr 2026 21:53:58 +0000 https://yourdedicatedfiduciary.com/?p=4384 The post Wyoming Estate Planning | Trusts & Wealth Transfer Strategies appeared first on Your Dedicated Fiduciary®.

]]> Protected: Lodi, CA | Tax, Estate & Wealth Planning https://yourdedicatedfiduciary.com/lodi-california-wealth-planning/ Fri, 17 Apr 2026 15:58:13 +0000 https://yourdedicatedfiduciary.com/?p=4362 There is no excerpt because this is a protected post.

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]]> Vance Barse Built a Business to Bridge the Gaps https://yourdedicatedfiduciary.com/vance-barse-built-a-business-to-bridge-the-gaps/ Wed, 15 Apr 2026 16:01:04 +0000 https://yourdedicatedfiduciary.com/?p=4340 The post Vance Barse Built a Business to Bridge the Gaps appeared first on Your Dedicated Fiduciary®.

]]> Is Your Financial Plan Optimized? Fiduciary for High Net Worth Investors https://yourdedicatedfiduciary.com/are-your-finances-optimized/ Fri, 19 Dec 2025 05:16:46 +0000 https://yourdedicatedfiduciary.com/?p=4209 The post Is Your Financial Plan Optimized? Fiduciary for High Net Worth Investors appeared first on Your Dedicated Fiduciary®.

]]> Why Did Vance Barse Become a Fiduciary Financial Advisor https://yourdedicatedfiduciary.com/why-did-vance-barse-become-a-fiduciary-financial-advisor/ Thu, 10 Nov 2022 16:31:53 +0000 https://yourdedicatedfiduciary.com/?p=2310 Vance Barse, CPWA®, AIF® introduces why he became a fiduciary financial advisor. Prior to founding Your Dedicated Fiduciary®, he spent a decade consulting leading financial advisors and wealth management firms nationwide. He founded Your Dedicated Fiduciary® because the financial services industry lacks a fiduciary standard and he frequently saw the planning gaps that resulted because […]

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]]> Certified Private Wealth Advisor® (CPWA®) Designation https://yourdedicatedfiduciary.com/certified-private-wealth-advisor-cpwa-designation/ Wed, 19 Oct 2022 22:42:23 +0000 https://yourdedicatedfiduciary.com/?p=2283 Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by the Investments & Wealth Institute to discuss the Certified Private Wealth Advisor® (CPWA®) designation. Download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” D. Vance Barse is an investment adviser representative with and offers advisory services […]

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]]> Portfolio Strategies for a Bear Market https://yourdedicatedfiduciary.com/portfolio-strategies-for-a-bear-market/ Mon, 01 Aug 2022 13:00:32 +0000 https://yourdedicatedfiduciary.com/?p=1941 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 visually simple. Hat tip to acquaintance Jim Bianco for the graphs.

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