YDF's News

An Advisor’s Guide to Recession Planning

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...

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Hidden Challenges and Opportunities in Tax Season

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...

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A Financial Planner’s Guide to Landing a Job

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...

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

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

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 panic calls because it reminds people of the fear that was so rife throughout the 2008...

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