Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses how to reduce portfolio cost and tax drag in taxable brokerage accounts with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider....
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses why the active vs. passive management debate is flawed with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider. Download...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the paradigm from active management to passive management that began with quantitative easing with Danielle DiMartino, leading economic thought leader and former Federal...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the paradigm shifts in portfolio management resulting from monetary policy with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider....
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the importance of wearing personality socks with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider. Download “Fiduciary Wealth...
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, hosted “The Value of Advice: Articulating and Demonstrating Your True Alpha to Clients and Prospects” at the Wealth Management EDGE conference. Want more key insights...
