YDF's News

An Advisor’s Guide to Client Misconceptions

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...

read more
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...

read more
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...

read more
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...

read more