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 Good Morning San Diego
I stopped by Good Morning San Diego to discuss with Elizabeth Alvarez how Accessory Dwelling Units (“ADUs”) are a rising trend in retirement income planning.
The Last Decade & The Lost Decade
In mid-2007, I began serving as an alternative investment consultant to leading private wealth and retail financial advisors. In that role, I would introduce alternative investments as diversifiers or “hedges” aimed at delivering portfolio diversification. Many advisors metaphorically told me to pound sand because the economy was “booming”. What was so fascinating is how many of these same advisors were calling me in early 2009 wanting to invest their clients’ money into the very strategies that had weathered the storm of 2008. Looking back, that’s like putting a seatbelt on after a crash.
Vance on ETF.com: Top ETF Picks For 2020
“Value equities have been largely out of favor since quantitative easing began. But given the lofty P/E [price-earnings] ratios of growth stocks, 2019 performance in domestic equities, and the Federal Reserve’s three cuts in interest rates this year, RPV may be a great way to diversify an equity allocation should value come back into favor.”
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