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Biden’s New Student Loan Relief Package Faces Legal Challenges
On Tuesday, it was reported that President Joe Biden may try to forgive student debt again as early as October, in a sweeping redo effort that could impact tens of millions of Americans. But by...
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Episode 218 – Understanding The Power of “WE” With Kyle McDowell
Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep...
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Monthly Market Wrap: August 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in August 2024. It also delves into housing market...
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Market Recap Week of 09/03/2024 to 09/06/2024
The S&P 500 index fell 4.2% last week, its largest weekly loss since March 2023, amid worries over weaker-than-expected August job growth and AI demand. While the weekly drop starts September on a...
View ArticleSaving Strategies: Creative Ways to Save Money and Build Wealth
Saving money is a foundational habit – one that’s absolutely crucial to reaching financial goals (big and small) without going into debt. Yet, a 2024 survey conducted by Forbes Advisor reveals a...
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CPI Report: Prices Rose 0.2% in August, Annual Inflation Lowest Since...
Inflation in August declined to its lowest level since February 2021, according to a Labor Department report released yesterday that also showed core inflation – a key measure – was higher than...
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Bautis Financial Advisor Commentary: September 12, 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. Markets tumbled recently, giving...
View ArticleHow to Create a Monthly Budget
Do you have a budget in place? If you’ve clicked this article, the answer is likely no — or maybe you do, but you’re looking to improve it. Well, come join the majority! In a survey of more than 1,000...
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Market Recap Week of 09/09/2024 to 09/13/2024
The S&P 500 index rose 4% last week amid increasing optimism that the Federal Reserve’s policy-setting committee will slash interest rates while the technology sector also rallied on upbeat...
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America’s Top Universities in 2024, Ranked By Forbes
Home to the highest number of top 100 universities in the world, the United States has no shortage of exceptional schools to apply to. From the range of programs to tuition costs and student life,...
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The True Cost of Parenthood: Financial Planning for New Parents
Bringing a child into the world is one of life’s biggest blessings. Congratulations, to you and your growing family! However, alongside the joy of parenthood comes a slew of financial responsibilities...
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The Benefits and Drawbacks of Private vs. Public Universities: What You Need...
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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Episode 219 – Unreasonable Hospitality: Compelling Reasons to Give More Than...
Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book...
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Market Recap Week of 09/16/2024 to 09/20/2024
The S&P 500 index rose 1.4% last week as investors cheered a half-point rate cut by Federal Reserve officials. The S&P 500 is now up about 1% for September, which puts the index up nearly 20%...
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Life Insurance Guide for New Parents
Let’s cut to the chase: kids are expensive to raise. Getting your bundle of joy from the crib to college costs a lot of money. According to a study from the U.S. Department of Agriculture (USDA), an...
View ArticleRentvesting: What It Means, How It Works, The Pros and Cons
In today’s fast-paced, real estate landscape, where home prices often seem unattainable, astute investors are exploring innovative ways to achieve their financial goals. One such approach is...
View ArticleFive Life Insurance Myths
The untimely death of a loved one once seemed like a remote possibility. But the COVID pandemic brought a new awareness of how vulnerable life can be. Numbers from LIMRA, a life insurance...
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Bautis Financial Advisor Commentary: September 27, 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. The Federal Reserve recently voted...
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Market Recap Week of 09/23/2024 to 09/27/2024
The S&P 500 index rose 0.6% last week amid data showing the Q2 economic growth rate held steady while inflation continued to cool last month. This marked the third consecutive weekly gain. With...
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Gold Just Had It’s Best Quarter Since 2020
As Q3 2024 comes to close, the financial landscape has revealed a generally positive outlook for both equity and bond markets. Notably, this quarter has been exceptionally favorable for gold,...
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