. Wealth Management Archives - Your Dedicated Fiduciary® Advanced Wealth Management Strategy Mon, 20 Apr 2026 13:40:25 +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 Wealth Management Archives - Your Dedicated Fiduciary® 32 32 High-Net-Worth Financial Planning: Are These Gaps Costing Your Family? https://yourdedicatedfiduciary.com/high-net-worth-financial-planning/ Tue, 11 Nov 2025 08:42:23 +0000 https://yourdedicatedfiduciary.com/?p=3980 High net worth financial planning requires more than investment management. Barse highlights common planning gaps that cost the wealthy millions.

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]]> Donor-Advised Funds: A Tax-Smart Way to Support Your Favorite Charities https://yourdedicatedfiduciary.com/donor-advised-funds-tax-smart-charitable-giving/ Mon, 13 Oct 2025 22:05:19 +0000 https://yourdedicatedfiduciary.com/?p=3834 Maximize your 2025 tax deductions with donor-advised funds. Use donor-advised funds to maximize tax deductions, eliminate capital gains, and honor your family legacy.

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]]> 7 Luxury Stocks Wealthy Investors Love—Even in a Downturn https://yourdedicatedfiduciary.com/7-luxury-stocks-that-wealthy-investors-love-even-in-a-downturn/ Mon, 24 Jul 2023 15:05:14 +0000 https://yourdedicatedfiduciary.com/?p=2811 Ultrahigh-net-worth investors stick to luxury stocks of brands they use consistently. Barse comments on luxury stocks that wealthy investors love even in a downturn

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]]> Fiduciary Wealth Management: Misconception Number One https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-one/ Thu, 22 Jun 2023 14:19:46 +0000 https://yourdedicatedfiduciary.com/?p=2788 Fiduciary financial advisor Vance Barse discusses misconception number one–”All Advisors Do Comprehensive Financial Planning”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary#WealthManagement#FiduciaryWealthManagement#InvestmentAdvisor#BestInterest#FinancialPlanner#FinancialPlanning

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]]> Fiduciary Wealth Management: Misconception Number Two https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-two/ Fri, 16 Jun 2023 17:36:50 +0000 https://yourdedicatedfiduciary.com/?p=2771 Fiduciary financial advisor Vance Barse discusses misconception number two–”My Advisor Claims to be a Fiduciary and Therefore is Acting in my Best Interest”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary#WealthManagement#FiduciaryWealthManagement#InvestmentAdvisor#BestInterest

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]]> Fiduciary Wealth Management: Misconception Number Three, Part 1 https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-three-part-1/ Fri, 16 Jun 2023 17:33:08 +0000 https://yourdedicatedfiduciary.com/?p=2770 Fiduciary financial advisor Vance Barse discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. In this video, Vance covers the four main types of portfolio management. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary#WealthManagement#FiduciaryWealthManagement#InvestmentAdvisor#BestInterest#AssetManagement#Portfolio#PortfolioManagement

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]]> Fiduciary Wealth Management: Misconception Number Three, Part 2 https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-three-part-2/ Fri, 16 Jun 2023 17:30:45 +0000 https://yourdedicatedfiduciary.com/?p=2769 Fiduciary financial advisor Vance Barse continues to discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary #WealthManagement #FiduciaryWealthManagement #InvestmentAdvisor #BestInterest #AssetManagement #Portfolio #PortfolioManagement

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]]> Fiduciary Wealth Management: Misconception Number Four https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-four/ Tue, 13 Jun 2023 15:42:27 +0000 https://yourdedicatedfiduciary.com/?p=2731 Fiduciary financial advisor Vance Barse discusses misconception number four–”Financial Advisors are all the Same”–from his book “Fiduciary Wealth Management”. The expertise and experience of the practitioner you have can make a big difference. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor.” #Fiduciary#WealthManagement#FiduciaryWealthManagement

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]]> Fiduciary Wealth Management: Misconception Number Five, Part 1 https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-five-part-1/ Tue, 13 Jun 2023 15:38:54 +0000 https://yourdedicatedfiduciary.com/?p=2730 Fiduciary financial advisor Vance Barse discusses misconception number five–”My Firm Doesn’t Charge Fees”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary #WealthManagement #FiduciaryWealthManagement #Fees #FeeStructure #InvestmentAdvisor

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]]> Fiduciary Wealth Management: Misconception Number Five, Part 2 https://yourdedicatedfiduciary.com/fiduciary-wealth-management-misconception-number-five-part-2/ Mon, 12 Jun 2023 22:30:19 +0000 https://yourdedicatedfiduciary.com/?p=2725 Fiduciary financial advisor Vance Barse discusses misconception number five–”My Firm Doesn’t Charge Fees”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor” #Fiduciary #WealthManagement #FiduciaryWealthManagement #Fees #FeeStructure #InvestmentAdvisor

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