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 in ThinkAdvisor Cover Story: Portfolio Directions for Uncertain Times
“There is an increased interest in historically non-correlated alternative investments as evidenced by the standing-room-only breakout session that I hosted at the Inside ETFs Conference,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary®, affiliated with Commonwealth Financial Network.
Good News, Grit, & Gratitude
This is a special note to clients, family, and friends, which are not mutually exclusive. Our lives have changed dramatically. In one month, we went from a U.S. stock market at an all-time high, record low unemployment, and packed social gatherings, to this.
Succession Link and Chalice Network BooST Keynote on M&A
Listen to key insight provided by Evee Walker, Vance Barse, and others during the Succession Link & Chalice Network BooST conference keynote on successful mergers and acquisitions.
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