Vance Barse, AIF®
Wealth Strategist

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Posts tagged CNBC
Vance on CNBC.com: A Warning to Seniors if the Fed Lowers Interest Rates

“Clients who are worried about stock market implosions may benefit from modifying their portfolio so that they don’t have more than the appropriate amount of exposure to equities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego.

He’s addressing this by having clients complete a semi-annual risk tolerance questionnaire.

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