Growth vs. Value Stock Investing
Growth vs. value stocks are just one of several ways to classify stocks to help you refine your investing strategy – similar to cyclical vs. defensive; small cap vs. large cap; U.S. vs. abroad; or...
View ArticleClik here to view.
Market Recap Week of 08/05/2024 to 08/09/2024
The S&P 500 index declined modestly last week in a quiet conclusion to a volatile five-day stretch. The index is now down 3.2% for the month-to-date but up 12% this year. The slight move was a...
View ArticleClik here to view.
How to Navigate Bitcoin’s Price Volatility
If you think the stock market had a crazy week, just wait until you hear about what’s going on with Bitcoin. Bitcoin’s selloff began last weekend, when the cryptocurrency dropped 20%, plummeting from...
View ArticleClik here to view.
CPI Report: Annual Inflation Rate Slows to 2.9% in July, Lowest Since March 2021
The Consumer Price Index, a broad-based measure of prices for goods and services, increased 0.2% for the month, putting the 12-month inflation rate at 2.9%, according to the Bureau of Labor...
View ArticleClik here to view.
How Presidential Elections Affect The Stock Market
Disclaimer: The findings in this article are purely data-driven and do not serve as investment advice. Every four years, the United States presidential election brings with it a swirl of uncertainty,...
View ArticleClik here to view.
Money Blind Spots: How to Identify and Manage the Hidden Gaps in Your Finances
We all have areas where we’re not as aware as we should be — blind spots that can unknowingly steer us off course. Money blind spots aren’t always obvious, but they can significantly impact your...
View ArticleClik here to view.
Financial Planning Checklist: What Issues Should I Consider For My Aging...
Becoming a caregiver for aging parents can be a drain emotionally, and it can carry financial ramifications both for parents and for the caregiver children. The decision to care for aging parents...
View ArticleClik here to view.
Market Recap Week of 08/12/2024 to 08/16/2024
Last week, the S&P 500 logged a 3.9% weekly gain after encouraging inflation reports and strong macro data boosted bets for a September interest-rate cut and helped ease recession concerns. This...
View ArticleClik here to view.
Interest Rates Demystified: From Federal Funds to Your Finances
You’re sipping your morning coffee, scrolling through the news, when you see the two words pop up again: Interest rates. Maybe your eyes start to glaze over… but wait! Before you skip to the next...
View ArticleClik here to view.
US Startup Bankruptcies Surge Amidst Shifting Economic Conditions
In a striking shift from recent years, the number of bankruptcies among US startups has surged by 60% over the past year, according to data from Carta. This dramatic increase highlights the challenges...
View ArticleClik here to view.
Gold Prices Reach New Heights
Over the last few years, gold has increasingly captivated investors, with a notable surge in interest driven largely by inflationary pressures. As the cost of everyday items climbed and interest rates...
View ArticleClik here to view.
Bautis Financial Advisor Commentary: August 22, 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. It’s been a wild August for markets....
View ArticleClik here to view.
Episode 217 – Wealthier: The Investing Field Guide for Millennials With...
Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New...
View ArticleClik here to view.
Market Recap Week of 08/19/24 to 08/23/2024
Last week, the S&P 500 index rose 1.4%, boosted by a Friday rally as Federal Reserve Chair Jerome Powell said “the time has come:” for rate cuts. The market benchmark is now up 2% in August and...
View ArticleClik here to view.
2024’s Best Value Colleges: How Top Schools Are Making Education More Affordable
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...
View ArticleHow to Build a Retirement Health Care Budget
The most accurate and reliable way to determine your spending needs in retirement is to sit down and make up a budget projecting costs in the areas of housing, utilities, food, transportation, leisure...
View ArticleWhy Stock Prices Don’t Always Rise on Strong Quarterly Earnings (and Vice Versa)
In the investment world, it’s a common belief that strong quarterly earnings will automatically lead to a surge in a company’s stock price, while disappointing results will drive it down. However, the...
View ArticleClik here to view.
Market Recap Week of 08/26/2024 to 08/30/2024
The S&P 500 index edged up 0.2% last week and recorded a 2.3% monthly gain amid optimism for Federal Reserve officials to deliver an interest-rate cut in September. August was the S&P’s...
View ArticleClik here to view.
The Stock Market & Presidential Elections: 5 Fascinating Trends from the Last...
How are you feeling about the upcoming election? If the thought of it makes your heart beat faster – you’re not alone. Most United States residents across party lines experience major stress around...
View ArticleClik here to view.
A Viral “Glitch” Invited People to Commit Fraud at Chase ATMs
Over the weekend, a glitch allowed people to deposit bad checks at Chase’s ATMs for exorbitant amounts of money, have the credit appear in their accounts, and withdraw some of it before the bank...
View Article