YDF's News
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.
Vance in InvestmentNews: Schwab moving to subscription fees could be watershed moment for advice industry
Vance Barse, a wealth strategist at Manning Wealth Management, agrees that advisers who charge full-service prices while only providing portfolio management could lose some accounts to the subscription fee model.
However, Mr. Barse is concerned that people with complex needs may be wooed by lower costs and end up being underserved.
“Are these CFPs working alongside the client’s CPA and estate planning attorney?” Mr. Barse asked. “This news leaves me with more questions than answers, and I am inclined to open an account to evaluate first-hand how evolved these planners are and what the client experience is like.”
Vance in InvestmentNews: The AMT Is No Longer a Problem for Many Clients
“One of the primary pain points among middle- and upper-middle-class taxpayers was the AMT,” said Vance Barse, adviser at Manning Wealth Management. “It’s back to being a tax on truly high-income earners.”
Vance in InvestmentNews: Investing Legend Jeff Vinik Gets a Lukewarm Reception
Vance Barse, wealth strategist at Manning Wealth Management, agreed that the current cycle, including an historic 10-year bull market, has put star managers on the back burner for now.
Vance in InvestmentNews: Hearsay Helping Advisers Add Instagram to Social Media Strategies
D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn’t use Instagram because he doesn’t have software to help him archive content from the app. But something like Hearsay Social that solves the technology obstacle would make him reconsider the platform.
Vance in ThinkAdvisor: Navigating Volatility: 3 Strategies I’m Using Now
In light of the recent market drop, I wanted to share how I’ve been incorporating absolute return managers for my clients over the last couple years in three different strategies.
Vance in ThinkAdvisor: How to Vet Absolute Return Managers
Absolute return strategies may help buffer portfolios against a downturn, but the landscape is quite large. Read Vance in ThinkAdvisor on the 10 questions you should ask when interviewing absolute return managers.