YDF's News
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.
Retirement Planning – Vance on CNBC.com: If You’re Nearing Retirement, Be Sure You’re Managing This Big Risk
If the stock market’s volatility is worrying you because you’re edging closer to retirement, it may be time to reevaluate your portfolio.
Vance in Wealth Management Magazine: Financial Advisors Reveal Their Credit Card Hacks
There are endless rewards to using credit cards strategically. Carrying a balance negates them all. That’s the subheading of the Wealth Management Magazine article. An excerpt: As a frequent traveler, I combine my loyalty to Southwest Airlines with the Southwest Rapid...
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®.
Succession Planning for Financial Advisors and Wealth Management Firms
“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.