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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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Market Recap Week of 03/31/2025 to 04/04/2025
The S&P 500 lost 9.1% last week amid worries about the impact of the U.S. President Donald Trump’s reciprocal tariffs on global economic growth and inflation. The index is now down 13.7% since the...
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How to Spring-Clean Your Finances
As the seasons change and spring arrives, many of us embrace the tradition of spring cleaning — decluttering our homes, organizing our spaces, and making room for a fresh start. But have you...
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Markets Surge After Trump Announced 90-Day Pause on Most Tariffs – Except for...
In a surprise move made on Wednesday, President Donald Trump announced a 90-day suspension of tariffs for most countries, sparking a dramatic rally in the U.S. stock market. The temporary pause...
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Why Investors Are Worried About The Bond Market
The bond market doesn’t typically make headlines – but recently, it’s been at the center of some headlines. Long considered a symbol of safety and stability, U.S. Treasurys have been anything but...
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Episode 241 – How to Find Joy in Your Relationship to Money With Elizabeth...
What if the key to financial freedom isn’t more money – but a better relationship with it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Husserl, a wealth...
View ArticleHow Parent and Child Assets Impact Financial Aid Packages
This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions...
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