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: Schwab-TD Ameritrade Deal Is No Sure Thing
“It’s big news, as yet another example of the massive consolidation taking place in financial services,” said Vance Barse, wealth strategist and founder of the firm Your Dedicated Fiduciary.
Vance in InvestmentNews: Flows into bond ETFs surpass those into equity ETFs for first time since 2009
“Given year-to-date performance in domestic equities, people are starting to modify their portfolios to be positioned more conservatively,” said Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary.
Vance in InvestmentNews: Shifting to Value Stocks Just in the Nick of Time
“I’m seeing it and I have already allocated into it,” Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, said regarding the recent shift in momentum toward value.
“Historically, value has outperformed growth during recessions and bear markets,” he said. “The smart money may be aiming to capture the higher dividends offered by value equities while positioning portfolios a little more defensively.”
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