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 InvestmentNews: Hearsay Helping Advisers Add Instagram to Social Media Strategies
D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn’t use Instagram because he doesn’t have software to help him archive content from the app. But something like Hearsay Social that solves the technology obstacle would make him reconsider the platform.
5 Common Financial Planning Myths
For nearly a decade, I served as an investment consultant to leading financial advisors around the country. During that time, I learned a lot about financial advisors, the banking system, and the financial services industry. In the transition from consulting advisors to becoming a wealth strategist directly serving individuals and families, I’ve observed five common financial planning myths. I’m here to provide insight that I believe will help you decide what kind of advisor you should work with.
Vance in ThinkAdvisor: Navigating Volatility: 3 Strategies I’m Using Now
In light of the recent market drop, I wanted to share how I’ve been incorporating absolute return managers for my clients over the last couple years in three different strategies.
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