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 Barse Asset TV May 2023
Vance Barse joined Jenna Dagenhart on Asset TV to discuss the current economic environment. To learn more about all things fiduciary, download "Fiduciary Wealth Management: The Millionaire's Guide to Hiring the Right Financial Advisor" #Economy #Investing #Investments...
An Advisor’s Guide to Recession Planning
An excerpt: Your Dedicated Fiduciary’s Vance Barse said in an interview with VettaFi, “It’s important for advisors to understand the historical behavior of certain sectors within fixed income during recessions, because some types of bonds have the propensity to...
Dissolving Natural Gas Fears Fuel European Spending
Vance Barse, Founder of Your Dedicated Fiduciary®, Matt Bartolini, Head of SPDR Americas Research, and Bob Pisani with CNBC’s ETF Edge, discuss how European markets have potentially been affected by favorable climate conditions and a decrease in the cost of natural...
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