YDF's News
Vance in Wealth Management: What To Do With $1,000? Advisors Debate Government Stimulus Checks
Indeed, the possibility of Yang payments presents an opportunity for financial advisors to “show value that does not involve dollar signs,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, in San Diego.
Vance in CityWire: Share the Love: Five Advisors on Showing Clients Appreciation
“We live in a world seemingly driven by technology, but clients still deeply value the human connection. There’s no shortage of ways to show clients that you care. Here are some that have resonated with the families I serve.”
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.”
Vance in ThinkAdvisor: Schwab-TD Ameritrade Deal Is No Sure Thing
“It’s big news, as yet another example of the massive consolidation taking place in financial services,” said Vance Barse, wealth strategist and founder of the firm Your Dedicated Fiduciary.
Vance in InvestmentNews: Flows into bond ETFs surpass those into equity ETFs for first time since 2009
“Given year-to-date performance in domestic equities, people are starting to modify their portfolios to be positioned more conservatively,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary.
Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time
“I’m seeing it and I have already allocated into it,” Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, said regarding the recent shift in momentum toward value.
“Historically, value has outperformed growth during recessions and bear markets,” he said. “The smart money may be aiming to capture the higher dividends offered by value equities while positioning portfolios a little more defensively.”
Vance in ThinkAdvisor: “Am I at Risk of Outliving My Money?” How to Face the Fear
When volatility spikes, the trade war escalates and domestic politics is at a fever pitch, I like to go to a calm place and review what’s important, namely the core planning principles to which we are adhering. With an advisor, clients don’t face their finances and fears alone.
Vance in InvestmentNews: Opening an IRA just for Alternative Investments
Vance Barse, wealth strategist at Manning Wealth Management, acknowledged the appeal of such a platform, but stressed the importance of due diligence and suitability.
“Some alternative investment strategies are quite sophisticated and may be too advanced for the common IRA investor to fully understand,” he said. “From a planning standpoint, investors who allocate retirement assets to illiquid alternative investments should consider their required minimum distributions, because you will need to keep enough liquidity to satisfy the distribution requirements if the investors are getting close to 70.5 years old.”
“There’s also some tax-advantaged potential of investing in alternatives in an IRA, but if you sell at a loss you can’t use that for tax purposes because it’s inside a qualified account,” Mr. Barse added.
Vance in ThinkAdvisor: Advisors’ Advice: Top 11 Retirement Planning Questions Clients Ask
“Clients nearing or in retirement painfully remember 2008 and are aware that the U.S. hasn’t had a recession in over a decade. This is a fear-based question that crosses many people’s minds and is a great opportunity to revisit core planning principles to help put them at ease. When this question arises, I conduct a behavioral exercise during which we discuss: recession concerns, portfolio allocation, Social Security, health care costs [and] other income sources.”