Taxes Are Top of Mind for Investors, Says RIA Founder

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  • 10 mins 22 secs
Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, AIF® discusses the #1 concern he is hearing from clients right now: taxes.  He also outlines Morningstar's updated categories, reflects on what it was like leading a company through a pandemic, and shares his longterm outlook on the financial services industry.



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