"The onus is on the financial adviser to include the wife as a core contributor to the financial planning process so that each has an equal voice," said Vance Barse, wealth strategist at Manning Wealth Management.Read More
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego.Read More
"Smart money is becoming more and more savvy on the nuances of the financial services industry," said Vance Barse, wealth strategist at Manning Wealth Management. "This includes knowing the difference between a modern-day fiduciary and the classic broker."Read More
Vance Barse, wealth strategist at Manning Wealth Management, echoed similar sentiment.
“Hiring Tony Robbins was a brilliant move on the part of Creative Planning, and so was ending the business relationship," he said. "There's too much political risk in being associated with such a high-profile person undergoing allegations like these."Read More
The Barse family has some exciting news to share: we welcomed our newest member, Delaney Barse, into the world on March 13th.Read More
"The 2019 tax season was an eye-opening one for many high-income earners, particularly in states like New York and California, given the $10,000 state and local tax deduction cap," Mr. Barse said. "We've seen a newfound appetite for municipal bonds given their tax-equivalent yield."Read More
"The more transparency we practitioners are provided, the better," said Vance Barse, a financial adviser at Manning Wealth Management Inc.Read More
Vance Barse, a wealth strategist at Manning Wealth Management, agrees that advisers who charge full-service prices while only providing portfolio management could lose some accounts to the subscription fee model.
However, Mr. Barse is concerned that people with complex needs may be wooed by lower costs and end up being underserved.
"Are these CFPs working alongside the client's CPA and estate planning attorney?" Mr. Barse asked. "This news leaves me with more questions than answers, and I am inclined to open an account to evaluate first-hand how evolved these planners are and what the client experience is like."Read More
"One of the primary pain points among middle- and upper-middle-class taxpayers was the AMT," said Vance Barse, adviser at Manning Wealth Management. "It's back to being a tax on truly high-income earners."Read More
Attention financial advisors, wealth managers, and brokers: are you one of the many without a continuity or succession plan? In this Succession Link webinar, you’ll learn how to find the right suitor and about the key drivers to a successful transition.Read More
Vance Barse, wealth strategist at Manning Wealth Management, agreed that the current cycle, including an historic 10-year bull market, has put star managers on the back burner for now.Read More
D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn't use Instagram because he doesn't have software to help him archive content from the app. But something like Hearsay Social that solves the technology obstacle would make him reconsider the platform.Read More
For nearly a decade, I served as an investment consultant to leading financial advisors around the country. During that time, I learned a lot about financial advisors, the banking system, and the financial services industry. In the transition from consulting advisors to becoming a wealth strategist directly serving individuals and families, I’ve observed five common financial planning myths. I’m here to provide insight that I believe will help you decide what kind of advisor you should work with.Read More
In light of the recent market drop, I wanted to share how I’ve been incorporating absolute return managers for my clients over the last couple years in three different strategies.Read More
Absolute return strategies may help buffer portfolios against a downturn, but the landscape is quite large. Read Vance in ThinkAdvisor on the 10 questions you should ask when interviewing absolute return managers.Read More
You may know that I have a degree in Neurobiology & Neurophysiology. As you’d imagine, I have a keen interest in how the mind works and the emotions that go into making decisions involving finance. In that regard, I’m happy to be attending the Toews Behavioral Portfolio Design workshop in San Diego, Tuesday, November 6.Read More
One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning.Read More
The highs and lows of the economy, and how we tend to minimize the inevitable cycles of markets, was very much on my mind at the recent Inside Alts conference in Las Vegas, where blatant excesses are conspicuously displayed for all to see, like some aspects of the current U.S. economy.Read More