YDF's News
Vance on CNBC.com: Seniors Should Avoid this Mistake as the Fed Lowers Rates
Advisors working with retirees and near-retirees are discouraging them from chasing riskier returns.
However, they are asking investors to think deeply about their ability to withstand a period of low interest rates and a market upheaval.
Vance in InvestmentNews: Capital One Data Hack Puts Financial Advisers on High Alert
“The Capital One data breach serves as a great, yet painful, reminder that it’s important for clients to ask financial, insurance, educational and other institutions what security measures they have in place to help prevent such violations,” Mr. Barse said. “Given that the Capital One breach is front of mind, now is a great time for clients to inquire how their institutions will assist them in the unfortunate event that their confidential data is compromised. It’s also a great time for advisers to educate clients on the information security and best practices their institutions have in place.”
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.”