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Episode 224 – The 2024 Year-End Financial Planning Checklist
The decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives...
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Bautis Financial Advisor Commentary: November 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. Now that the election is over, we...
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Are You Ready For Thanksgiving? A Checklist to Kick Off the Holiday
Thanksgiving is a time for gratitude, family, and delicious food – but it can also be a day of last-minute chaos. At Bautis Financial, we’re experts at planning – whether it’s for your financial...
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Market Recap Week of 11/18/2024 to 11/22/2024
The S&P 500 index rose 1.7% last week with gains in every sector except communication services. The market benchmark is now up 4.6% for the month and 25% for the year. U.S. existing home sales...
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3 Key 401(k) Plan Changes Coming in 2025
As some Americans struggle to save for retirement, key 401(k) plan changes could soon make preparing easier for certain workers. Enacted by Congress in 2022, “Secure Act 2.0” ushered in sweeping...
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Trump’s Tariff Threats: What’s at Stake for Global Trade?
The prospect of another trade war emerged this week after President-elect Donald Trump threatened major tariffs targeting products from America’s three largest trade partners – Mexico, Canada, and...
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Understanding the Difference Between In-State and Out-of-State Tuition: How...
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 ArticleWhat You Need to Know About Disability Benefits
The disability portion of the Social Security program is so big and complex that there are law firms that specialize in helping workers navigate their way through it. Although you may never need to...
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Financial Planning Checklist: What Issues Should I Consider When Reviewing...
Today, we’re delving into the heart of your financial strategy: cash flow. Whether you’re an experienced investor or just beginning to take control of your finances, understanding and managing your...
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Market Recap Week of 11/25/2024 to 11/29/2024
Last week, the S&P 500 index rose 1.1%, ending November on a strong note as the market benchmark locked in its largest monthly increase of the year. The S&P 500 ended Friday’s abbreviated...
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Jerome Powell Signals Caution Ahead of The Federal Reserve’s December Meeting
Federal Reserve Chair Jerome Powell highlighted a complex economic outlook in his final remarks before the Federal Reserve’s last rate-setting meeting of the year, emphasizing the need for a cautious...
View Article5 Reasons Why Pre-Retirees May Need a Financial Advisor
The Anytime Estimate Retirement Finances Survey found that, across all age groups, the median amount Americans have saved for retirement is $71,500. 27% of those surveyed have less than $50,000 in...
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Episode 225 – Family Meetings: Connecting Hearts and Solving Problems...
Imagine a world where every family is built on a foundation of love, clarity and harmony. Where generational trauma is healed, difficult conversations lead to breakthroughs, and relationships aren’t...
View ArticleGuiding Your Child Through Financial Independence in College
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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Market Recap Week of 12/02/2024 to 12/06/2024
The S&P 500 index rose 1% last week, reaching new highs on gains in the consumer discretionary, communication services and technology sectors. The remaining eight sectors in the S&P 500 fell...
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Monthly Market Wrap: November 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in November 2024. It also delves into housing market...
View Article5 Holiday Shopping Tips to Control Spending
In years past, holiday spending hits records. For example, 1 in 3 Americans said they overspent during the 2021 gift-giving period. For most shoppers, increasing their spending meant relying more on...
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Financial Planning Checklist: What To Consider At the Start of 2025
The start of a new year is an excellent opportunity to take stock of your financial plans and make any necessary adjustments. It’s a time to reflect on your progress, set fresh goals, and ensure your...
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Market Recap Week of 12/09/2024 to 12/13/2024
The S&P 500 index slipped 0.6% last week for its first weekly drop since mid-November. While last week snapped a three-week winning streak, the S&P 500 is still solidly in positive territory...
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Dow Drops After Breaking Records: What’s Happening?
Just two weeks ago, the Dow Jones Industrial Average made history by surpassing 45,000 for the first time. But yesterday, it capped off a nine-day losing streak — the longest since 1978. What’s...
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