How to Avoid HSA Tax Traps in Retirement
Disclosure: Before making any decisions related to your HSA, please consult with a tax professional. Health Savings Accounts (HSAs) are often praised for their powerful tax advantages. Most of the...
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China’s Rare Earth Pause: A Strategic Strike in the Renewed Trade War
China just dealt a calculated blow in the escalating trade war with the United States — and this time, it’s not about tariffs or tech bans. It’s about minerals. Specifically, the rare earth metals...
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Bautis Financial Advisor Commentary: April 17, 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. Over the past two weeks, investors...
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Financial Planning Checklist: Do You Need to Make Estimated Income Tax Payments?
Disclosure: This article is for informational purposes only and is not intended as tax advice. Tax laws are complex and can vary by individual situation, so it’s essential to consult with a Certified...
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Episode 242 – Your Trust, Your Rules: The Power of Perpetual Trusts With...
Think your assets are safe from lawsuits, creditors, or divorce? Unless they’re in the right kind of trust, your wealth might be more vulnerable than you think. In this episode of The Agent of Wealth...
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Market Recap Week of 04/14/2025 to 04/18/2025
The S&P 500 index fell 1.5% last week as declines in technology, consumer discretionary and communication services outweighed gains in other sectors. The index is in the red for the month so far,...
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Gold Hits New Highs: What Investors Should Know About the Surge in 2025
Gold has been on a tear. After a standout 2024 in which the precious metal gained 26%, gold prices have continued their upward trajectory this year, breaking above $3,500 for the first time yesterday....
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Financial Planning Checklist: What to Consider When Starting A New Job
Starting a new job is an exciting time, but it also comes with a lot of financial considerations. From changes in income and benefits to retirement plans and taxes, it’s important to get organized and...
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Episode 243 – The Summit Method: How to Build a Life Plan for Wealth and...
Most people plan for their finances — but what about their relationships, community, and passions? It’s time to take a more holistic approach to your future. In this episode of The Agent of Wealth...
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How to Help Aging Parents Find Care
Have you noticed your mother or father showing signs of decline? Or, are you worried about your elderly uncle living at home by himself? You are not alone. Many of us will eventually find ourselves...
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