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Market Recap Week of 2/09/2026 to 2/13/2026
The S&P 500 index slipped 1.4% last week as declines led by the financial and communication services sectors outweighed utilities-led gains. The market benchmark ended Friday’s session down 1.5%...
View ArticleChoosing the Right Tax Filing Status: What You Need to Know
When you file your tax return, one of the first questions you answer is your filing status. It may seem like a simple administrative detail. But your tax filing status affects: Your tax brackets Your...
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Are Young Investors Choosing Wall Street Over Main Street?
A notable shift is underway among younger Americans — and it’s reshaping traditional financial milestones. New research from the JPMorgan Chase Institute shows that the percentage of 25- to...
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Health Savings Accounts (HSAs): How to Spend the Funds — and How to Use Them...
For many high-income families and pre-retirees, a Health Savings Account (HSA) is quietly sitting in the background of their financial lives… underfunded, uninvested, or spent too quickly (more on...
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Episode 284 – Excellence vs. Perfection In Money and Health With Stanley...
Perfection is a trap. Excellence is a system. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stanley Bronstein — attorney, CPA, life coach, and creator of The Way of...
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Market Recap Week of 2/17/2026 to 2/20/2026
The S&P 500 index rose 1.1% last week, led by communication services, as investors digested changes to US tariff policy amid a Supreme Court ruling. The weekly gain – which came in just four...
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AI Spending Reality Check: Open AI Scales Back, Doubles Down on Enterprise
OpenAI is pulling back on the scale of its long-term infrastructure ambitions, trimming projected spending from $1.4 trillion to roughly $600 billion through 2030, according to CNBC. The move signals...
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How to Automate Your Wealth
Here’s one of the simplest ways to build wealth consistently — without relying on motivation: Automate everything. First, automatic investing. Set up recurring contributions to your 401(k), IRA, or...
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Tariff Policy in Flux
If you scrolled through your news feed last week, the headlines felt loud. Stocks dropped. Gold soared. Tariffs were struck down, reinstated under a different authority, then increased again. If you...
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Episode 285 – When Success Becomes Fragile: The Hidden Risks Inside Growth...
What happens when systems designed to succeed are actually built to fail? In today’s episode, we explore why growth-at-all-costs can undermine even the most well-intentioned organizations. In this...
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