Your Dedicated Fiduciary

03/13/2025

The S&P500 is now in correction. Don't panic: market selloffs can create an opportunity to enhance long-term portfolio objectives. Key action items to consider in this CNBC article 👇

Market selloffs can actually create an opportunity to enhance long-term portfolio objectives. One of the most important concepts in portfolio management is tax-smart investing.

02/10/2025

Own a vacation home in a hurricane zone? Vance Barse shares key things to know in this Barron's article 👇

As maintenance and insurance costs rise, couples and their financialadvisors are revisiting the idea of owning a second home. VanceBarse, wealth strategist and founder of Your Dedicated Fiduciary, saysthe rising cost of insurance has been the biggest pain point for hisclients, many who have multiple properties.

If they don’t pay those premiums, the other option is to self-insure,which has its own problems. “The cost of self-insuring is an unknownand potentially exorbitant, and can have a long-lasting negativeimpact on the overall integrity of a financial plan and their estate,” he says.

The rising costs of fortifying and insuring second homes in an age of climate change is weighing on many homeowners.

02/07/2025

Vance Barse attended friend Marshall Stocker's lecture on investing in emerging and frontier markets at SMU's famed Old Park Pavillion this week. Dr. Stocker's book "Don't Stand Under a Tree When It Rains" is a must-have for all whose portfolios include emerging and frontier markets!

01/30/2025

Our founder spent the last year extensively studying cluster B personality disorders, with a particular emphasis on covert narcissism and trauma bonds. Huge thanks to financial thought leader Michael Gayed for the opportunity to apply what was learned to capital markets and the Federal Reserve.

In this video, Vance Barse explores an intriguing perspective on the bull market, suggesting that a key factor driving current market optimism is narcissism....

09/18/2023

Our founder, Vance Barse, speaks on the topic of fiscal justice investing strategies in Worth® stating that, “The conversations that I have with (clients) are really about the impact, how do we change the situation? This is a way to achieve multiple objectives simultaneously for the well-intentioned investor.”

Read the full article at the link below 👇

A new generation of investors is imbuing that traditional sense of purpose with an awareness of those who have been historically underserved.

09/14/2023

Financial planning strategies are not one-size-fits-all. If you own a business, we understand that your financial planning decisions and strategies are unique. We serve to guide you in these decisions and develop a strategy tailored to your needs including:

🏘️ Multi-entity planning
👴 Qualified retirement plans
🗝️ Key person/executive benefits
💰 Deferred compensation plans
🧒 Succession planning



We'd love to learn more about your needs and the opportunity to see where we can add value. Schedule your free introduction using the link below!
yourdedicatedfiduciary.com/free-introduction

09/12/2023

Our mission is simple - to be authentic, transparent, and have a positive impact on the lives of our clients. 🎯

09/07/2023

The terms or are widely used. Therefore it's important to understand advisor credentials and what each one means. Each acts in unique ways based on factors such as advisor fees, clientele, and what specifically they are equipped to manage for their clients. In an effort to help educate, we will periodically highlight these credentials for you here!

✨ For now, let's discuss what it means to be a CERTIFIED FINANCIAL PLANNER™ professional. This individual is credentialed to help clients with comprehensive financial planning strategies including estate and retirement planning, investments, trust planning, tax alleviation strategies, savings plans, and more. As a , they are held to rigorously high educational and ethical standards, and are legally required to act in the best interest of the client.

Our founder, Vance Barse, also discusses various types of financial advisors and how to choose one in his complimentary e-book which you can find here! 👉 yourdedicatedfiduciary.com/how-to-hire-a-financial-advisor/

09/05/2023

As your trusted advisor, we know the effort you've put into building and safeguarding the fruits of your labor. Today, we encourage you to take time to relax and reflect on your journey; reverencing the bold steps taken, and those still ahead, toward building the future of your dreams. 💫

from Your Dedicated Fiduciary®!

08/31/2023

Understanding the differences between a and a will are critical elements in estate planning. The article below explains those differences as well as outlines ways you may benefit from establishing a trust.

These are decisions through which Your Dedicated Fiduciary® can guide you to ensure your assets are well-managed and that you and your beneficiaries are protected for the future. 🏠

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating based on recent changes to laws impacting your tax and retirement planning.

08/29/2023

An Accredited Investment Fiduciary® (“AIF®”) Designation certifies that an advisor or professional has met all requirements to carry out fiduciary responsibilities, understands and meets the fiduciary standards of conduct, and upholds the principles of duty. This designation gives clients the confidence that their financial advisor is legally and ethically bound to act in the client's best interests.

08/25/2023

As Your Dedicated Fiduciary®, we believe in in everything we do. We work as partners with our clients to ensure you are fully informed on all aspects of the financial strategies and planning decisions we recommend.