Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses how to reduce portfolio cost and tax drag in taxable brokerage accounts with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider.
Download “Fiduciary Wealth Management: The Millionaire’s Guide to Hiring the Right Financial Advisor”
D. Vance Barse is an investment adviser representative with and offers advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.
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