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Insight
Investment Monitor and Wealth Management Insights


Venice Real-Estate Prices Slip in Spring 2025—What That Means for Your Long-Term Portfolio
Venice’s luxury‐coastal market is cooling: median listings dipped to $2.4 M in April 2025, gross rental yields have fallen below 1.5 %, and inventory is up. Between rising property taxes, new transfer‐tax brackets, and Proposition 13 quirks, now’s the time to rebalance home equity, secure flexible financing, and optimize your tax strategy. This post breaks down the key stats, policy impacts, and three actionable plays to stay ahead.
Gustaf Rounick, CFP®️


Abbot Kinney Festival 2025: Turn Community Giving Into Tax-Smart Impact
Boost your Venice brand at the Abbot Kinney Festival: combine tax-deductible sponsorships with live marketing activations and vendor insights for growth.
Gustaf Rounick, CFP®️
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