YDF's Video Library
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...
How to Build a Low-Cost, Tax-Efficient Portfolio
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how his firm uses exchange-traded funds ("ETFs") to lower investment costs and provide more tax-efficient portfolios. Want...
Making Portfolios Lower Cost and More Tax Efficient
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to convert an expensive, tax-inefficient portfolio to a lower cost, more tax-efficient portfolio. Want more key...
Portfolio Management: Active Versus Passive
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®, lectured during the Wealth Management EDGE conference on how to use active and passive management in investment portfolios. Want more key insights into what you should know about...
Danielle DiMartino-Booth Interviews Vance Barse
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she's a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down with...