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Your Dedicated Fiduciary
  • about us
    • our team
    • our RIA
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Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued

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...
Financial Planning & Investment Management – Vance on CNBC.com: With Volatility Typically Comes Opportunity

Financial Planning & Investment Management – Vance on CNBC.com: With Volatility Typically Comes Opportunity

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...

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