YDF's News
An Advisor’s Guide to Client Misconceptions
Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle...
Advisors Roll with the Fed’s Well-Telegraphed Monetary Policy Move
Financial advisors and market watchers will continue looking toward September for the Federal Reserve’s next swipe at the inflation giant it hasn’t yet been able to slay. An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, describes the Fed’s current...
7 luxury stocks that wealthy investors love—even in a downturn
The very wealthiest may have an array of experts and tools to help them deftly manage their funds, yet many still follow the most basic tried-and-true stock picking advice: Invest in what you know. An excerpt: “A lot of ultrahigh-net-worth investors are fans of Warren...
An Advisor’s Guide to Recession Planning
An excerpt: Your Dedicated Fiduciary’s Vance Barse said in an interview with VettaFi, “It’s important for advisors to understand the historical behavior of certain sectors within fixed income during recessions, because some types of bonds have the propensity to...
Hidden Challenges and Opportunities in Tax Season
An excerpt: Barse said that prudent financial planning starts and ends with the tax bill in mind. “Many of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax...
Fisher Investments becomes the latest example of high taxes driving people and businesses away
The $197 billion RIA is heading to Texas after Washington state refused to dial back a 7% tax on capital gains. An excerpt: Barse said the historically high inflation has become a “regressive tax” that makes states with lower tax rates even more attractive. “For many,...
Advisors to Clients on Banking Crisis: ‘Don’t Panic’ continued
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...
A Financial Planner’s Guide to Landing a Job
An excerpt: According to Your Dedicated Fiduciary wealth strategist and founder Vance Barse, CPWA®, AIF®, many applicants aren’t even covering the basics of spellchecking and formatting their resumes. Barse said, “It is mindboggling to me how many resumes I...
Future Returns: Why Women Need to Participate in Financial Planning
An excerpt: Vance Barse is the founder of Your Dedicated Fiduciary, an investment advisor firm based in San Diego, Calif., that has made centering women a bedrock of its practice: two-thirds of its clients are female-headed households. In a conversation with Barron’s...