What to Know Before You Get Your Child a Credit Card
Getting a minor a credit card comes with risks, such as the possibility of overspending or accumulating debt. However, there are several reasons why you might consider getting your child a credit...
View Article8 Essential Steps to Prevent Child Identity Theft
The latest target of identity thieves is not you, but rather your children. With little to no financial history, minors make an unsuspecting and easily exploited target. According to a Child Identity...
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Market Recap Week of 10/21/2024 to 10/25/2024
The S&P 500 index slipped 1% last week for its first weekly decline since early September as investors dissected companies’ quarterly earnings. The market benchmark is still up 0.8% this month and...
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Affordable Thanksgiving Meal Deals from Target and Other Retailers
As rising costs continue to shape how Americans celebrate the holidays, retailers are responding with affordable meal options to ease the financial burden on consumers. Target has announced its least...
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United States Economy Grew at a 2.8% Pace in Third Quarter, Led by Robust...
The United States economy posted another solid period of growth in the third quarter of this year, propelled higher by strong consumer spending that has defied expectations for a slowdown. Gross...
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Financial Planning Checklist: What Issues Should I Consider When Selling My...
Selling a home is one of the most significant financial transactions we can undertake in our lifetimes. Amidst the excitement of moving onto a new chapter, it can be nerve-wracking, as it’s both a...
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Episode 222 – Maximize Your 401(k): Roth vs Pre-Tax Contributions
Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how...
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Market Recap Week of 10/28/2024 to 11/01/2024
Last week, the S&P 500 index fell 1.4%, capping the second straight weekly decline, as technology stocks dropped. The index closed out October with a 1% drop, only the second monthly decline this...
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The Pros and Cons of Early Retirement: What You Should Consider
Early retirement is a goal for many, particularly those who are motivated by the idea of financial independence, freedom from the 9-to-5 (or later) grind, and the opportunity to focus on personal...
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The Growing Gap: Why First-Time Homebuyers Are Getting Older and Fewer
The median first-time homebuyer has reached an all-time high of 38 years old – three years older than in July 2023, according to the National Association of Realtors’ 2024 Profile of Home Buyers and...
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Monthly Market Wrap: October 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in October 2024. It also delves into housing market...
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Post-Election Market Outlook: Navigating Trump’s Economic Policies
The 2024 Presidential election has come to a close, and the results are in: a Republican sweep, with President Donald Trump securing a second term in office, accompanied by Republican control of the...
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Market Recap Week of 11/04/2024 to 11/08/2024
The S&P 500 closed last week just shy of a record 6,000 on the back of a strong weekly performance after Donald Trump won the The U.S. Presidential Election and the Federal Reserve cut interest...
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Consumer Price Index Increased 0.2% in October, Annual Inflation Rate at 2.6%
The consumer price index, which measures costs across a spectrum of goods and services, increased 0.2% in October. That took the 12-month inflation rate to 2.6%, up 0.2 percentage point from...
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9 Reasons You Should Consult With Your CPA Before Year-End
Disclosure: This article is for informational purposes only and is not intended as tax advice. Tax laws are complex and can vary by individual situation, so it’s essential to consult with a Certified...
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5 Things You May Not Know About Retirement
Retirement is often seen as a golden era of relaxation and enjoyment after years of hard work. However, many people enter this phase unprepared for the realities that can accompany it. Here are five...
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Episode 223 – Expert Insights: 1031 Exchanges, DSTs, and Real Estate...
Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President...
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Market Recap Week of 11/11/2024 to 11/15/2024
Last week, the S&P 500 index fell 2.1% as stronger-than-expected retail sales and comments by Federal Reserve Chair Jerome Powell led to reduced expectations for a December rate cut. Despite the...
View ArticleWhen to Apply for Social Security Benefits
As traditional pensions fade into history, the onus of securing a stable retirement has shifted to individuals. For many, Social Security represents a critical foundation of their financial future....
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Commodities in 2025: Hidden Gems in a Changing Market Landscape?
While cryptocurrency, stocks, and bonds often dominate headlines, a quieter opportunity is emerging in the commodities market. Commodities may be understated, but these oft-forgotten assets have...
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