Taxes Are Top of Mind for Investors, Says RIA Founder
- 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.
For further information about RIA TV please contact:
570 Lexington Avenue, 20th floor New York, NY 10022 Office: +1 212 661 4111 [email protected]