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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...
View ArticleHow to Maximize Your Tax Refund: Smart Financial Moves to Make Now
Tax season can feel like a rollercoaster ride – from gathering documents to filing your returns. But if you’re one of the fortunate ones receiving a tax refund, this time of year presents a golden...
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Trump’s ‘Liberation Day’ Tariffs: What They Mean for the U.S. and Global Trade
In a highly anticipated Rose Garden speech, President Donald Trump announced sweeping new tariffs that he says will protect American industry and bring jobs back to the U.S. Branded as a “Liberation...
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Episode 240 – What It Means to Be a Fiduciary With John Williams
Not all financial advisors are created equal. In this episode of The Agent of Wealth Podcast, host Marc Bautis and John Williams dive into the truth behind working with a fiduciary financial advisor,...
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