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 The ETF Experience – Cabin Fever: Part One (EP.76)
Vance openly shares the story of his transition from serving as an institutional investment consultant to founding Your Dedicated Fiduciary®: long hair, lumberjack beard, a year-long Harley ride around the U.S., and the realizations made on the open road. A very special thanks to host Phil Bak!
Vance in Wealth Management: What To Do With $1,000? Advisors Debate Government Stimulus Checks
Indeed, the possibility of Yang payments presents an opportunity for financial advisors to “show value that does not involve dollar signs,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, in San Diego.
Vance in CityWire: Share the Love: Five Advisors on Showing Clients Appreciation
“We live in a world seemingly driven by technology, but clients still deeply value the human connection. There’s no shortage of ways to show clients that you care. Here are some that have resonated with the families I serve.”
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