The power of education is remarkable. As such, I wrote a mini e-book to help the public enhance its knowledge about financial advisors. This insightful and easy-to-read e-book offers key questions to ask your financial advisor or one you’re thinking about hiring, and outlines how to hire the right financial advisor.
By Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary ®, Vance Barse is the founder of Your Dedicated Fiduciary®, which serves as financial consultant and trusted advisor to roughly 50 families coast-to-coast and specializes in advanced planning
Vance in Investment News: As Market Sell-Off Continues, Financial Advisers are Searching for Answers
Advisors scramble for footing amid stock markets wild ride. “Investors are getting concerned, and I’m getting calls from people I don’t normally get calls from,” said Vance Barse, founder of Your Dedicated Fiduciary.
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she's a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down with...
Retirement Planning – Vance on CNBC.com: Getting Close to Retirement? Be Sure You’re Plan Includes Managing This Risk
For anyone who’s nearing retirement and watching the stock market nervously, those jitters may mean it’s time to review your portfolio.
Financial Planning & Investment Management – Vance on CNBC.com: With Volatility Typically Comes Opportunity
Market volatility has been the topic du jour this year. CNBC reporter Lorie Konish asked me to weigh in on contributing factors and how to take advantage of current market conditions.
Retirement Planning – Vance on CNBC.com: If You’re Nearing Retirement, Be Sure You’re Managing This Big Risk
If the stock market’s volatility is worrying you because you’re edging closer to retirement, it may be time to reevaluate your portfolio.
There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
The stock and bond markets have been anything but sleepy lately. After a dreamy 2021, markets were jolted awake with the transition into the new year. The kids and I watched “Falling Hare” yesterday as naptime began, and it hit me. This famed cartoon portrays what’s been driving recent market behavior: the Gremlin Fed.