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 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.’”
Tax Smart Investing – Vance on CNBC.com: When It Comes to Investing, It’s Not Just How Much You Make, It’s What You Keep After Taxes
The coronavirus pandemic that has pummeled the stock and bond markets has led many investors to take a closer look at their investment portfolios. While investors are urged to avoid changing their long-term investment strategy during corrections and bear markets, these selloffs can actually create an opportunity to enhance long-term portfolio objectives.
Vance in CityWire: Beating the Lockdown Blues: What Advisors are Watching and Reading
“Given the Fed’s recent rounds of truly unprecedented monetary stimulus, I’ve been re-reading Danielle DiMartino’s Fed Up, which should be required reading for all stewards of capital.”
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