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®
Portfolio Strategies for a Bear Market
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost.
A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it visually simple. Hat tip to acquaintance Jim Bianco for the graphs.
Vance Barse in Wealth Management Cover Story: Growing Pains
Many advisors don’t look at tax returns. They don’t look at estate planning documents. They don’t work alongside of the allied professionals that those families have, really to bring maximum value.
Danielle DiMartino-Booth Interviews Vance Barse
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she's a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down with...
Stay Updated with Our Insights
Vance Barse
Request a Private Wealth Strategy Call with Vance Barse
Connect one-on-one to explore tailored planning designed for high-net-worth families, executives, and business owners.