YDF's News
Vance on CNBC.com: A Warning to Seniors if the Fed Lowers Interest Rates
“Clients who are worried about stock market implosions may benefit from modifying their portfolio so that they don’t have more than the appropriate amount of exposure to equities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego.
He’s addressing this by having clients complete a semi-annual risk tolerance questionnaire.
Vance in InvestmentNews Editorials: Women Still Aren’t Part of the Conversation. They Must Be.
Advisers must resolve themselves to do two things: 1. Not exclude a woman (purposely or unwittingly) from discussions and decisions about a couple’s finances, and 2. Ensure that any female partner not expressing interest in this realm understands why engagement is critical.
Vance in InvestmentNews: Women Whose Spouses Control the Finances may be Putting Themselves, Their Families at Risk
“The onus is on the financial adviser to include the wife as a core contributor to the financial planning process so that each has an equal voice,” said Vance Barse, wealth strategist at Manning Wealth Management.
Vance in Barron’s: Women Hurt Themselves With This Financial Mistake
“The onus is on the financial adviser to include the wife as a core contributor to the financial planning process so that each has an equal voice,” Vance Barse, wealth strategist at Manning Wealth Management, tells the publication.
Vance on CNBC.com: Switching Jobs? Don’t Make These Mistakes with Your Retirement Plan
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego.
Vance in InvestmentNews: RIA Makes Fiduciary Duty its Calling Card
“Smart money is becoming more and more savvy on the nuances of the financial services industry,” said Vance Barse, wealth strategist at Manning Wealth Management. “This includes knowing the difference between a modern-day fiduciary and the classic broker.”
Vance in InvestmentNews: Tony Robbins Loses Role with RIA Amid Charges of Sexual Misconduct
Vance Barse, wealth strategist at Manning Wealth Management, echoed similar sentiment.
“Hiring Tony Robbins was a brilliant move on the part of Creative Planning, and so was ending the business relationship,” he said. “There’s too much political risk in being associated with such a high-profile person undergoing allegations like these.”
Vance in InvestmentNews: Smart Money is Pouring into Fixed Income
“The 2019 tax season was an eye-opening one for many high-income earners, particularly in states like New York and California, given the $10,000 state and local tax deduction cap,” Mr. Barse said. “We’ve seen a newfound appetite for municipal bonds given their tax-equivalent yield.”
Vance in InvestmentNews: Morningstar Improving Bond Fund Data Reporting
“The more transparency we practitioners are provided, the better,” said Vance Barse, a financial adviser at Manning Wealth Management Inc.