NEWS
YDF’s Blog
Vance on ETF.com: The Slings & Arrows Facing Advisors
First and foremost, financial advisors run businesses based on relationships that are a mix of professional advice and personal attention. Face-to-face meetings are crucial for both advisor and client in forming a trusting and long-lasting relationship. That’s the...
Vance in InvestmentNews: Advisers Should Aspire to the Endowment Investment Model
There are Benefits for Advisers That Create More Than Just a Balanced Portfolio for Clients That’s the subheading of the InvestmentNews article. An excerpt: “Given the rise in popularity of ETF-based investing, it’s no surprise to see ETFs in this arena, but it’s...
Vance in CityWire: Advisors Recap Their Best and Worst Client Meetings
Five advisors tell us about their most memorable client meetings. That’s the subheading of the CityWire article. An excerpt: The best client meeting I've had is one client was moved to tears after I worked alongside her CPA and estate planner in implementing a...
Tax Smart Investing – Vance on CNBC.com: When It Comes to Investing, It’s Not Just How Much You Make, It’s What You Keep After Taxes
Key Points: Market selloffs can actually create an opportunity to enhance long-term portfolio objectives. One of the most important concepts in portfolio management is tax-smart investing. The tax efficiency of your non-retirement portfolio is an important...
Vance in CityWire: Beating the Lockdown Blues: What Advisors are Watching and Reading
We caught up with five advisors who are working from home to find out what books and films are currently getting them through the lockdown. That’s the subheading of the CityWire article. An excerpt: Our two children think every day is Saturday and love watching Frozen...
Vance in ThinkAdvisor: Unemployment Benefits Expansion: What Advisors Should Know
The stimulus package expands benefits to many workers who weren't previously eligible, like independent contractors. That’s the subheading of the ThinkAdvisor article. An excerpt: Vance Barse, founder of Your Dedicated Fiduciary, remains upbeat, stating “The...
Vance in ThinkAdvisor Cover Story: Portfolio Directions for Uncertain Times
Industry experts highlight trends in investing and financial planning, and what they mean for advisors during the COVID-19 crisis. That’s the subheading of the ThinkAdvisor article. An excerpt: “There is an increased interest in historically non-correlated alternative...
Good News, Grit, & Gratitude
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this. The event...
Succession Link and Chalice Network BooST Keynote on M&A
Industry experts highlight trends and provide key insight during the BooST keynote on financial services M&A. Are you a financial advisor interested in succession planning? Have you asked, "How do I sell my financial planning practice?" Looking to learn more about...
