YDF's News
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...
Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank
With the recent bank failures, what are advisors telling clients to do about their cash accounts? An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary in San Diego, said his phone has been ringing off the hook with clients who have two...
Fiscal Justice Investing Is Changing the Municipal Bond Market
A new generation of investors is imbuing that traditional sense of purpose with an awareness of those who have been historically underserved. An excerpt: A strategy developed by fiscal justice practitioners “would allow people to manifest their well intentioned...
What is the Value of a Family Office?
With tax season upon us, Vance Barse was interviewed by Heather Bell of ETF.com about the value of the family office model and tax-efficient investing. An excerpt: “If it involves a dollar sign within someone's estate, we help serve as a financial steward so they can...
Most Advisors Say Single-Stock ETFs Should Be ‘Avoided Like the Plague’
Advisors say single-stock ETFs are more appropriate for short-term institutional traders who understand the inherent risks, not for retail clients. An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, said while these funds may be...
Here’s why organic growth still drives the advice industry
An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, might not be ramping up a big marketing budget, but he has seen about 30% organic growth over the past year by taking advantage of the ability to meet in person after two years of restrictions and...
Is Long Term Care insurance a good idea? Yes, but it may cost you.
An excerpt: Dying is the most certain reality of human life, but perhaps the most unknowable. And as America continues to age, the issue of how we pay for the care we’ll need before death is becoming a crisis. Nearly three-quarters of all Americans who reach the age...
Wealthy investors approach market downturns differently. Here’s what we can learn from them
Nobody cheers when the stock market goes down—especially when bonds are crashing at the same time. An excerpt: But the ultrawealthy are different from the average investor: They have access to financial advising strategies that limit their losses—and even help them...
Vance in Investment News: Advice Industry Tilts Toward Model Portfolios as Surest Path to Building Scale
Client-level investment management is gradually going the way of white tennis balls as asset management becomes increasingly commoditized. That’s the subheading of the InvestmentNews article. An excerpt: “From a business management perspective it makes sense to scale...