YDF's News

Vance in CityWire: Advisors Recap Their Best and Worst Client Meetings

Vance in CityWire: Advisors Recap Their Best and Worst Client Meetings

“The worst meeting I’ve had was when a couple was referred to me given a very large dollar amount of concentrated stock in the estate. The husband started belittling the wife in front of me, telling her, ‘You brought absolutely nothing into this marriage. Our net worth has been me, all me!’ I promptly closed the meeting and sent them on their way, ending with, ‘We don’t do that here.’”

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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

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

The coronavirus pandemic that has pummeled the stock and bond markets has led many investors to take a closer look at their investment portfolios. While investors are urged to avoid changing their long-term investment strategy during corrections and bear markets, these selloffs can actually create an opportunity to enhance long-term portfolio objectives.

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Vance on ETF.com: Top ETF Picks For 2020

Vance on ETF.com: Top ETF Picks For 2020

“Value equities have been largely out of favor since quantitative easing began. But given the lofty P/E [price-earnings] ratios of growth stocks, 2019 performance in domestic equities, and the Federal Reserve’s three cuts in interest rates this year, RPV may be a great way to diversify an equity allocation should value come back into favor.”

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