YDF's Video Library
Paradigm Shift Resulting from the Great Recession: Danielle DiMartino Interviews Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the paradigm from active management to passive management that began with quantitative easing with Danielle DiMartino, leading economic thought leader and former Federal...
Portfolio Management and Fed Policy: Danielle DiMartino Interviews Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the paradigm shifts in portfolio management resulting from monetary policy with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider....
The Importance of Wearing Personality Socks: Danielle DiMartino and Vance Barse
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, discusses the importance of wearing personality socks with Danielle DiMartino, leading economic thought leader and former Federal Reserve insider. Download "Fiduciary Wealth...
The Alpha of Advice at Wealth Management EDGE
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, hosted "The Value of Advice: Articulating and Demonstrating Your True Alpha to Clients and Prospects" at the Wealth Management EDGE conference. Want more key insights into what...
The Value of Financial Planning Advice
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines why he transitioned from his former career of consulting financial advisors to becoming one: to fill in the planning gaps that he often saw. Want more key insights into...
Filling in the Gaps Through Advanced Planning
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, outlines how to fill in the planning gaps that many investors don't know exist in their estate. Want more key insights into what the public should know about financial advisors?...
What is Fiduciary Financial Planning?
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, introduces the value proposition of true fiduciary financial planning. A fiduciary is morally, ethically, and legally required to do what is in the best interest of the client....
The Hottest Debate in Financial Services: Fees
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, broaches the hot-button issue of fees during the Wealth Management EDGE conference. Want more key insights into what you should know about financial advisor fees? Request your free...
Vance Barse: “Lessons from the Wealth Makers” at Exchange Conference.
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, moderated the "Lessons from Wealth Makers" session during the inaugural Exchange conference. D. Vance Barse is an investment adviser representative with and offers advisory...