A Guide to Retirement Plans for Small Business Owners
The vast majority of businesses in the United States employ fewer than 100 workers, yet these employees have less access to retirement planning vehicles and other benefits than those who work for...
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Episode 214 – The Dos and Don’ts for Turnkey Rental Investing With Scott...
Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the...
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Market Recap Week of 07/15/2024 to 07/19/2024
The S&P 500 index fell 2% last week, led by the technology sector as an issue with a software update from CrowdStrike Holdings drove system outages globally. This is the S&P 500’s first weekly...
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How Airlines Are Recovering From the CrowdStrike Tech Outage
Hundreds of flights within the United States were canceled yesterday as carriers, particularly Delta Air Lines, work to recover four days after a worldwide technology outage caused by a faulty...
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Surveillance Pricing: How Your Data May Be Driving the Prices You Pay
On Tuesday, the Federal Trade Commission announced that it’s investigating if and how companies use Artificial Intelligence (AI) to target consumers with individualized prices based on their personal...
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Bautis Financial Advisor Commentary: July 25, 2024
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. After weeks of gains, markets slid...
View ArticleFinancial Planning Checklist: What to Do With Income From Taxable,...
Non-qualified portfolio income can be a wild card when it comes to taxes. Interest, dividends, and capital gains all have an effect on your Adjusted Gross Income (AGI) and Modified Adjusted Gross...
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Episode 215 – How to Publish a Book Like a Pro With Michele DeFilippo
Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join...
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Market Recap Week of 07/22/2024 to 07/26/2024
The S&P 500 index fell for a second consecutive week amid sharp post-earnings sell-offs in Tesla and Alphabet as investors looked ahead to further mega-cap earnings and the Federal Reserve’s...
View ArticleThe 99% Rule for Spousal Beneficiaries of IRAs
It sounds odd to say, but death is a part of life for us all. It’s one of the few things that we all have in common at some point, and it’s one of the few issues that must be addressed in everyone’s...
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Tech Earnings Land As AI Rally Faces Divide
Investors are eyeing Big Tech earnings to see if their spending spree on AI is paying off. On Tuesday, it was Microsoft’s turn to go under the microscope: The software giant reported pouring $19...
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The Federal Reserve Holds Interest Rates Steady, But a Cut Could Be Coming in...
The Federal Reserve did not lower interest rates on Wednesday – keeping its key interest rate at 5.25% to 5.5%, citing “some further progress” toward its 2% inflation goal – but its statement did tee...
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The 10 Best Performing Stocks in the Last 25 Years
Before we get started, I have a question for you: What do you think are the 10 best performing stocks of the last 25 years? Take a moment to jot down your guesses. Which companies come to mind?...
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Monthly Market Wrap: July 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in July 2024. It also delves into housing market data...
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July 2024 Jobs Report: Job Growth Slows Considerably, Unemployment Rate Jumps...
Job growth in the United States slowed much more than expected during July, and the unemployment rate ticked higher, fueling fears of a broader economic slowdown, the Labor Department reported Friday....
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Market Recap Week of 07/29/2024 to 08/02/2024
Last week, the S&P 500 declined for a third straight week following downbeat jobs data and disappointing financial results in the technology sector. The consumer discretionary and technology...
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Uber Technologies Shares Jump as Q2 Profits More Than Double
With more people returning to offices and stepping out of their homes, ride-sharing demand has gotten a boost in the past several months, benefiting companies such as Uber Technologies and rival Lyft....
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How US Consumers Are Spent Their Money in Q2
A spat of recent disappointing earnings reports from fast-food chains hints that consumers are stretched way too thin. But companies like Shopify and Carnival are touting stellar Q2s, and painting a...
View ArticleDylan Kramer Joins Bautis Financial
This summer, Bautis Financial welcomed Dylan Kramer to the team as a Paraplanner. Working alongside our advisors, Kramer is responsible for client communication, developing financial plans, staying...
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Episode 216 – Strategic Planning for a Debt-Free Education With Elizabeth...
Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth...
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