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Market Recap Week of 03/17/2025 to 03/21/2025
Last week, the S&P 500 index rose 0.5% for its first weekly gain since mid-February as markets responded to the Federal Reserve’s decision to keep interest rates unchanged. The index is still in...
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Consumer Confidence for the Future of the Economy Hits 12-Year Low
Consumer confidence declined further in March as the view of future conditions fell to the lowest level in more than a decade, the Conference Board reported Tuesday. The board’s monthly confidence...
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Student Loan Delinquencies Surge as Covid-Era Relief Ends: What Borrowers...
A staggering 9.7 million student loan borrowers became past due on their payments after the Covid-era payment pause ended, according to a new estimate from the Federal Reserve Bank of New York. This...
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Spring 2025 Key Planning and Investment Deadlines
Springtime brings with it a sense of renewal and possibility. As the world blooms anew, it’s also a chance to reassess our financial strategies and plan ahead. At Bautis Financial, we understand the...
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Bautis Financial Advisor Commentary: March 28, 2025
This is a new installment in an ongoing series where Marc Bautis, Wealth Manager and Founder of Bautis Financial, comments on hot topics in the financial industry. Markets have been on a roller...
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Episode 239 – Unlocking Wealth Through Self-Storage Investments With Mark Helm
Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Helm,...
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Market Recap Week of 03/24/2025 to 03/28/2025
The S&P 500 index fell 1.5% last week – wiping out the previous week’s gain – amid worries about additional tariffs and worsening consumer sentiment. With just one trading day remaining in the...
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“Liberation Day” Tariffs Are Coming, What It Means For You
Tomorrow, April 2, President Trump is expected to impose a slew of new tariffs, or taxes on imports from other countries, in what he is calling “Liberation Day,” with hopes of rebalancing global trade...
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OpenAI Closes Record-Breaking $40 Billion Funding Round
On Monday, OpenAI announced it had closed on what amounts to be the largest private tech funding round on record. The $40 billion financing values the ChatGPT maker at $300 billion, including the...
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Monthly Market Wrap: March 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in March 2025. It also delves into housing market...
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