Your Dedicated Fiduciary

10/29/2026

Does AI make investors better, or does it just help bad investors make mistakes faster?

We put that question to Tony Parish, Chief Investment Officer at Alpha Star Capital Management, on The Private Wealth Podcast.

His answer: AI is a tool, and it amplifies whatever you already do. Disciplined investors who use it well can get sharper, catch blind spots, and get alerted to risks they didn't know to look for but investors with weak habits may just repeat those habits at scale.

His bigger prediction is that AI will push people toward the extremes. Investors in the middle will either move up or fall behind, depending on how well they pair human judgment with machine analysis.

If you are a business owner, executive, or retiree with money at stake, the takeaway is this: use AI to check your thinking, not replace it, and make sure your advisor can explain how they use it too.

Watch or listen to the full conversation through the links below:
APPLE: https://podcasts.apple.com/us/podcast/ai-quant-investing-and-the-federal-deficit-what/id6781800342?i=1000797792478

SPOTIFY: https://open.spotify.com/episode/6NciO9ztB7WoyvBLHX5YEC?si=zy6wSBZkSaSb2KogNW_T-A

10/27/2026

❌ The problem: the longer you’ve been successful, the smaller your circle of trust gets, and the easier it is to treat employees like family.

✅The fix: don’t share your passwords with anyone outside your family. Not your house manager, not your CFO.

Dr. Lisa Strohman and Don Codling (ex-FBI) explain why on The Private Wealth Podcast. Listen to the full episode ⬇️

Spotify: https://open.spotify.com/episode/3lXL0mH6Prpg2hD0lcO5aF?si=s-9aySKZRMe23MG5EDPwjw

Apple: https://podcasts.apple.com/us/podcast/cybersecurity-for-high-net-worth-families-how-to-protect/id6781800342?i=1000796509234

10/26/2026

Let’s be honest - you see your growth which means the target is bigger on your family’s digital footprint... And your kids are the easiest way in.

On this episode of The Private Wealth Podcast, we cover one of the most overlooked gaps in a family’s wealth protection: your children’s financial identity.

Thieves go after kids because they have clean credit, an SSN that won’t be used for years, and no one monitoring it. Accounts can be opened in a child’s name and go unnoticed for a decade, often until that child applies for a first car loan, apartment, or student loan. For high-net-worth families, a visible name and public footprint can raise that exposure even more.

Two moves to make now:
1. Freeze their credit. It’s free, quick, and doesn’t affect their credit. Contact Equifax, Experian, and TransUnion with proof of identity and guardianship.
2. Check in often. A minor should have no credit file at all. If one exists, treat it as a red flag, and run background and credit checks on a regular schedule.
Protecting your legacy means protecting the people it’s meant for.

🎧 Listen to the full episode now:
SPOTIFY: https://open.spotify.com/episode/3lXL0mH6Prpg2hD0lcO5aF?si=s-9aySKZRMe23MG5EDPwjw

APPLE: https://podcasts.apple.com/us/podcast/cybersecurity-for-high-net-worth-families-how-to-protect/id6781800342?i=1000796509234

10/20/2026

If you give to charity, 2026 brought on new deduction rules that are worth the Fiduciary look 👀

What happened: the U.S. stock market has notched all-time highs, making this agreat year to consider using appreciated stocks and mutual funds to fund charitable giving...

Here’s where it matters to you:

✅ Itemizers can now deduct gifts only above 0.5% of their AGI.

✅ For taxpayers in the 37% bracket, the value of the deduction is capped at 35%.

✅ Non-itemizers can deduct up to $1,000 (single) and $2,000 (married filing jointly).

✅ Appreciated stock can stil be given without triggering capital gains tax on the gain.

Here’s how you can be strategic: A donor-advised fund ("DAF") lets you combine those pieces by contributing in a high-income or high-tax year. You can take the deduction now and recommend grants to the charities you care about over time.

At YDF WEALTH, we believe that generosity should be given from legacy, not be rushed by current headlines. That’s why we know the codes and help you plan strategically.

Think of it like this: you’re in control but have a fiduciary in your corner giving you tax-smart financial planning advice backed by knowledge and experience.

Read the full article here: https://ydfwealth.com/donor-advised-funds-high-net-worth-investors/



Not tax or legal advice. Consult your tax professional.

How donor-advised funds help high-net-worth investors give smarter under 2026 tax rules, all-time highs, and higher rates.

10/18/2026

❓The Question: How much can a stranger find out about you, even if every social account is set to private?

🧠 The Answer: More than you think.

Dr. Lisa Strohman explains how “private” only goes so far and if one friend of a friend has a public account, that can be enough of an opening. Add a company announcement, a news article, or a school event photo, and AI can piece together where someone lives, where their kids go to school, and more, in seconds.

Don Codling adds the part that should make every leader pause: there is no delete key on the internet. What is out there stays out there.

For high-net-worth individuals, executives, and business owners, your digital footprint is part of your security strategy.

Watch the full conversation with Vance Barse, Dr. Lisa Strohman, and Don Codling.

APPLE: https://podcasts.apple.com/us/podcast/cybersecurity-for-high-net-worth-families-how-to-protect/id6781800342?i=1000796509234

SPOTIFY: https://open.spotify.com/episode/3lXL0mH6Prpg2hD0lcO5aF?si=W6DLlYX7QuK1FhfOh1c1sA

10/14/2026

In support of National Estate Planning Awareness Month, we wanted to share a little excerpt from a podcast Vance Barse, CPWA®, AIF® hosted alongside Adam Moskowitz, Esq.

"A $1 million or larger estate needs more than a basic will. At a minimum, you need a revocable living trust, updated beneficiary designations, medical directives, powers of attorney, and a coordinated team made up of a fiduciary financial advisor, a CPA, and an estate planning attorney. If you own a business, real estate, or live in a state with its own estate tax, you may also need advanced strategies such as an irrevocable life insurance trust (ILIT) or gifting trusts."

Read the full article here:

10/13/2026

For high-net-worth families, the most important question you should be asked is, “do you have your team in place?”

Most people think it’s “what investments are you in?” or “does your will include your children?” but when you get to a certain level of net-worth, you outgrow your financial advisor and need a bigger plan in place to protect your assets. A true wealth plan has an entire team behind it to coordinate the tax-smart strategies to keep as much money in your estate without getting eaten up by taxes.

Spotify: https://open.spotify.com/episode/6TZSYFYaoTXFeO6gXQZ007?si=8deade59129e47be

Apple: https://podcasts.apple.com/us/podcast/trusts-wealth-preservation-generational-wealth-vance/id6781800342?i=1000784897165

Your Dedicated Fiduciary does not offer legal or tax advice. You should consult a legal professional regarding your individual situation.

10/09/2026

Most people learn about the Fed from headlines. On this episode of The Private Wealth Podcast, host Vance Barse, CPWA®, AIF®, founder of YDF Wealth, went straight to someone who spent ten years inside the room: Dennis Lockhart, former President and CEO of the Federal Reserve Bank of Atlanta.

The conversation opens with Fed Chair Kevin Warsh’s Jackson Hole speech and unfolds into something far more useful than market commentary: a candid, firsthand account of how monetary policy actually gets made and what Lockhart considers the real risk hiding behind today’s headlines.

Continue reading here ⬇️

Former Fed President Dennis Lockhart talks Kevin Warsh, inflation, and fiscal risk with Vance Barse on The Private Wealth Podcast.

10/08/2026

What is the most common planning mistake Adam Moskowitz sees if someone unexpectedly dies?

You may think a will protects your assets but that’s not always the case. Coordinating your financial plan with your estate lawyer is crucial for keeping the assets you hope to protect out of probate.

Follow the links for the full episode!
APPLE: https://podcasts.apple.com/us/podcast/trusts-wealth-preservation-generational-wealth-vance/id6781800342?i=1000784897165

SPOTIFY: https://open.spotify.com/episode/6TZSYFYaoTXFeO6gXQZ007?si=045cc90d47e54ac5

Your Dedicated Fiduciary does not offer legal or tax advice. You should consult a legal professional regarding your individual situation.

10/06/2026

For families with diverse assets like real estate, business ventures, and core family values, a successful wealth management plan requires a coordinated strategy for investments, taxes, estate planning, risk management, business interests, and wealth transfer.

Vance Barse, CPWA®, AIF® and Adam Moskowitz break down what affluent families should know about estate planning, wealth preservation, generational wealth transfer, and why your financial advisor and estate planning attorney should be working together 🤝

In this episode, you'll learn:
✅ Why a will alone may not be enough for a high-net-worth estate
✅ How trusts can help protect and transfer family wealth
✅ Strategies for preserving wealth across generations
✅ Why legacy planning should begin before a major wealth transition

If you're a Dallas, Frisco, Prosper, or DFW-area business owner, executive, or family looking for a more strategic approach to wealth management, this episode is an important conversation to hear.

How do you protect your wealth, minimize estate planning mistakes, ...