YDF's News
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.
Vance in InvestmentNews: On Inflation, Advisers Hope for the Best, Prepare for the Worst
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.
Your Dedicated Fiduciary® in Wealth Management: The Healthcare Challenge for Independent Advisors
The cost was “suffocatingly expensive,” said Barse.
Barse also had to consider a healthcare option that met the needs of a growing family. An extra $50 to $100 per month seemed worth the peace of mind in knowing their two children would be cared for, he said.