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
Vance on ETF.com: The Slings & Arrows Facing Advisors
Barse expects more consolidation in the RIA space, and more private equity taking minority stakes in RIAs.
“I think that wave will continue and gain momentum as the average advisor in this country matures toward the right-hand side of the age bell curve, and people want succession planning, “ he said. “There’s never been a better time to sell than right now. And sellers are getting very handsome premiums, terms and conditions.”
Vance in InvestmentNews: Advisers Should Aspire to the Endowment Investment Model
Vance Barse, founder of Your Dedicated Fiduciary, pointed out that diversification has never been easier with the advent and steady influx of customized exchange-traded fund strategies.
Vance in CityWire: Advisors Recap Their Best and Worst Client Meetings
“The worst meeting I’ve had was when a couple was referred to me given a very large dollar amount of concentrated stock in the estate. The husband started belittling the wife in front of me, telling her, ‘You brought absolutely nothing into this marriage. Our net worth has been me, all me!’ I promptly closed the meeting and sent them on their way, ending with, ‘We don’t do that here.’”
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