Navigating the Real Estate Market in 2025
Vance Barse Featured in USA TODAY on Home Buying and Tax Time
Did you buy or sell a home in 2025? There’s a lot to think about, especially for first-time buyers or sellers.
Expert Guidance
If you sold a home during 2025, particularly one you had owned for a while, you may have pocketed a good amount of cash. Luckily, homeowners are entitled to an exclusion on the capital gains you reap from the sale” – Vance Barse
2025 Tax Tips
“Single filers can exclude up to $250,000, while the exclusion goes up to $500,000 for taxpayers filing jointly. The exclusion does have some restrictions: you need to have lived in the home for two years in a row during the last five years, for example.” – Barse
More Wealth Management Insights from Vance Barse and Your Dedicated Fiduciary
Future Returns: Why Women Need to Participate in Financial Planning
An excerpt: Vance Barse is the founder of Your Dedicated Fiduciary, an investment advisor firm based in San Diego, Calif., that has made centering women a bedrock of its practice: two-thirds of its clients are female-headed households. In a conversation with Barron’s...
Advisors to Clients on Banking Crisis: ‘Don’t Panic’
An excerpt: “I think the 24-hour news reel on the banking crisis has served as great fodder for the masses to live in their amygdala function, which has resulted in a lot of panic calls because it reminds people of the fear that was so rife throughout the 2008...
Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank
With the recent bank failures, what are advisors telling clients to do about their cash accounts? An excerpt: Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary in San Diego, said his phone has been ringing off the hook with clients who have two...
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