Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, was invited by Wealth Management EDGE to speak on “The ETF Imperative” which is part of the Visionaries Webinar Series. This insightful webinar outlines how to incorporate ETFs into a portfolio to lower the cost of a portfolio and reduce tax inefficiency. Additionally, Vance outlines how to tax-efficiently convert a higher-cost portfolio of mutual funds to a lower-cost portfolio of ETFs.
Your Dedicated Fiduciary does not offer legal or tax advice. You should consult a legal or tax professional regarding your individual situation.