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New Car Sales Fall in Q3 Amid Economic Pressures
Top U.S. automakers reported a fall in their third-quarter sales on Tuesday, hurt by fewer selling days and weaker consumer spending amid inflationary challenges and higher interest rates. Overall,...
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Fall 2024 Key Planning and Investment Deadlines
Fall is here! As we head into the final quarter of 2024, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them. At Bautis Financial, we understand the...
View Article5 Financial Hacks for Recent College Graduates
This past Spring, the graduation caps of millions of students’ soared into the sky. The excitement of a new chapter full of opportunities was just beginning to set in. Now, a couple of months later, a...
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Financial Planning Checklist: What to Consider During a Job Loss
In today’s economic climate, business closures and layoffs are increasingly common occurrences that can significantly impact individuals and families. The sudden loss of a job not only creates...
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Episode 220 – Co-Investing: Fractional Ownership in Real Estate With Brian...
Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real...
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How to Dig Your Way Out of Debt
If you’re struggling with debt and feeling overwhelmed by your financial situation, you’re not alone. Millions of people in the United States are dealing with debt – according to the Federal Reserve,...
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Market Recap Week of 09/30/2024 to 10/04/2024
The S&P 500 index edged up 0.2% last week as a Friday climb on stronger-than-expected September jobs data helped outweigh an otherwise cautious start to October. It marked the index’s fourth...
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Monthly Market Wrap: September 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in September 2024. It also delves into housing market...
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Financial Planning Checklist: What to Consider After a Parent’s Death
The death of a parent, whether sudden or expected, is not something we can ever prepare for emotionally. When anyone dies, they leave behind a life that must be closed out. Not only do arrangements...
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Bautis Financial Advisor Commentary: October 11, 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. Are you and your loved ones well and...
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Market Recap Week of 10/07/2024 to 10/11/2024
The S&P 500 index rose 1.1% last week, setting fresh record highs, as the Q3 earnings season started on a positive note. This marks the fifth consecutive weekly gain for the index. It is now up...
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Nvidia Shares Hit Record High as Investors Await Quarterly Earnings
Nvidia shares reached a record high on Monday as Wall Street anticipates the upcoming earnings season and awaits updates from the chipmaker’s key customers regarding their investments in artificial...
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4 Common Elder Scams: How to Stay Safe and Fight Back
Over two million elderly people are known to fall victim to elder fraud every year, and the median amount lost by victims over 80 years old is $1,700. The elderly population has long been a target of...
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How to Raise Financially Responsible Children
Raising kids in a world full of shiny toys and the latest gadgets can feel like a real challenge, especially when it comes to teaching them about money. With so many temptations around, it’s easy for...
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Episode 221 – Mastering the Art of Time Management With David Buck
Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The...
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Market Recap Week of 10/14/2024 to 10/18/2024
Last week, the S&P 500 index rose 0.9%, its sixth consecutive weekly gain, as a number of heavyweight US companies released quarterly results that topped expectations. The index is now up 1.8% for...
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IRS Announces 2025 Federal Income Tax Brackets and Higher Standard Deduction
Each fall, the IRS announces inflation-adjusted changes to the tax brackets and dozens of other provisions for the following tax year. Because inflation jumped during the COVID pandemic, the bracket...
View ArticleThe Importance of Designating Beneficiaries
Selecting who will receive your retirement assets or the death benefit from an insurance policy is an important decision that comes with owning financial products. A beneficiary is a person or entity...
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The United States Economy Leads the World (Again)
The world faced a slew of shocks in recent years – the COVID pandemic, inflation, war, and more. But one thing has stayed constant: The United States economy has come out in a better position than...
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Celebrating Two Years of the Bull Market: Can the Momentum Continue?
The bull market has officially turned two! Since hitting the depths of the bear market, the markets have shown remarkable resilience and growth. Specifically, since October 12, 2022, the S&P 500...
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