T-Bill and Chill

Vance Bars, a wealth strategist and founder of YDF, discusses his firm's focus on advanced financial planning and asset management. He shares his views on the economy, emphasizing a 'higher for longer' stance on inflation and interest rates. Vance highlights the importance of tax and estate planning, especially with upcoming changes in tax laws. He also touches on investment strategies, suggesting opportunities in cash and long-duration bonds. The conversation concludes with Vance's personal background and his journey in the financial industry.

How does Vance Bars view the relationship between equities and fixed income in the current market?

What does Vance Bars suggest is necessary for financial advisors to provide maximum value to their clients?

What is the significance of the Tax Cuts and Jobs Act according to Vance Bars, and when is it set to sunset?