YDF's News
What Is Comprehensive Financial Planning?
Comprehensive financial planning explained. Notice critical differences between portfolio management and true wealth planning for high-net-worth families.
Donor-Advised Funds: A Tax-Smart Way to Support Your Favorite Charities
Maximize your 2025 tax deductions with donor-advised funds. Use donor-advised funds to maximize tax deductions, eliminate capital gains, and honor your family legacy.
An Advisor’s Guide to Client Misconceptions
Financial Advisors’ confidence level of financial literacy and planning is different from that of their clients. Because of this, it may be a struggle getting on the same page at the beginning of any financial wealth management services. Vance Barse, Founder of Your Dedicated Fiduciary®, starts with an understanding of what their foundational financial literacy is.
Advisors Roll with the Fed’s Well-Telegraphed Monetary Policy Move
The Federal Reserve’s rate hike continues to target core inflation. Advisors’ moves can separate the knowledgeable from the reactive ones.
7 Luxury Stocks Wealthy Investors Love—Even in a Downturn
Ultrahigh-net-worth investors stick to luxury stocks of brands they use consistently. Barse comments on luxury stocks that wealthy investors love even in a downturn
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...