YDF's News
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...
Vance Barse in Wealth Management Cover Story: Growing Pains
Many advisors don’t look at tax returns. They don’t look at estate planning documents. They don’t work alongside of the allied professionals that those families have, really to bring maximum value.
Retirement Planning – Vance on CNBC.com: Getting Close to Retirement? Be Sure You’re Plan Includes Managing This Risk
For anyone who’s nearing retirement and watching the stock market nervously, those jitters may mean it’s time to review your portfolio.
Financial Planning & Investment Management – Vance on CNBC.com: With Volatility Typically Comes Opportunity
Market volatility has been the topic du jour this year. CNBC reporter Lorie Konish asked me to weigh in on contributing factors and how to take advantage of current market conditions.