As 2022 gets underway, it’s a great time to regroup, focus on what (and who) truly matters in life, and let hope spring eternal. In traditional New Year spirit, the firm is looking forward to bringing value in new ways to our clients, referral partners, and friends. Here are just a few, with more to follow throughout the year.
Potomac Fund Management Hires Your Dedicated Fiduciary® to Provide Personal Financial Advice for Staff
Potomac, an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get financial advice from well-known advisor Vance Barse, CPWA®, AIF® and his firm, Your Dedicated Fiduciary®.
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, CPWA®, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar's updated categories, reflects on what it was like leading a company through a...
“How do I sell my financial advisory practice or book of business?” Vance Barse, CPWA®, AIF®, who has lectured on succession planning and successfully acquired a retiring advisor’s practice, outlines succession planning strategies for financial advisors and wealth management firms in his latest article for InvestmentNews.
Whether price pressures are transitory or not, with inflation now hovering at a 31-year high, financial advisers and their clients are starting to focus on how to adjust portfolios for the kind of cycle that many financial planners have never confronted.
Vance Barse, CPWA®, AIF® obtained the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business. The CPWA® designation focuses on specialized estate, tax, risk management, and financial planning strategies for high-net-worth clients.
"Have the courage to follow your heart and intuition. They somehow already know what you truly want to become." - Steve JobsPlease click the play button below for a heartfelt message.To listen to the podcast, please click the play button below.Vance Barse joins the...
“An investment in knowledge pays the best interest” – Benjamin Franklin
The statistics on financial literacy are eye opening, particularly for low-income students. Many well-heeled families, though, don’t teach financial literacy because discussing money is
It's amazing how time flies. The Barse family celebrated Delaney's second birthday last month. Watching our "baby" girl full of life, energy, and enthusiasm made me reflect on the last 24 months. Delaney enjoying her 2nd birthday as a rainbow unicorn.Your Dedicated...