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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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Market Recap Week of 04/21/2025 to 04/25/2025
The S&P 500 index rose 4.6% last week, led by technology stocks amid better-than-expected earnings from a number of companies in the sector including Google parent Alphabet. The index is still...
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Bautis Financial Advisor Commentary: April 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. “How long will this last?” “Will...
View ArticleWhat To Do If You Receive a Social Security Overpayment Notice
Imagine opening a letter from the Social Security Administration (SSA) only to find that not only were you allegedly overpaid in benefits, but now you’re being asked to repay tens of thousands of...
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Student Loan Overhaul Sparks Debate Over Access and Affordability
House Republicans have introduced the “Student Success and Taxpayer Savings Plan,” a comprehensive proposal aiming to reform the federal student loan and financial aid system. The plan seeks to limit...
View ArticleBefore You Rent Your Home, Know the Capital Gains Tax Implications
One scenario we frequently see is when someone is ready to move but hesitant to sell their current home. Instead, they consider converting the property into a rental. This often comes up when someone...
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Episode 244 – Discover Your Money-Multiplying Superpower With Scott Yamamura
Most people wait until life forces them to confront their finances. What if you had a ‘financial epiphany’ before that point — and used it to multiply your money, not your stress? In this episode of...
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