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How to Review and Adjust Your Budget for the New Year
As the new year begins, it’s the perfect time to revisit your financial goals and make adjustments to your budget. Whether you’re looking to save more, pay off debt, or invest in new opportunities, a...
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Fed Lowers Interest Rates, But Sees Fewer Cuts Next Year
On Wednesday, The Federal Reserve slashed interest rates by a quarter-point, the third consecutive meeting where it has lowered borrowing costs. While the rate cut was widely expected, investors were...
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Episode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy
In 2023, side hustles contributed nearly $500 billion to the U.S. economy. Imagine tapping into that potential! Today, we’re diving into how you can start and grow your own side hustle. In this...
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Market Recap Week of 12/16/2024 to 12/20/2024
The S&P 500 index fell 2% for its second straight weekly decline amid worries about future Federal Reserve monetary policy and a potential government shutdown. The market benchmark is now down...
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A Look at Commodities: 2024’s Winners and 2025 Outlook
Commodities were driven by a mix of geopolitical uncertainty, climate change impacts, and technological advancements. Here’s a look at three of the standout performers: Cocoa futures skyrocketed by...
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How to Prepare for an Inheritance: A Guide to Smart Financial Planning
Receiving an inheritance is often an emotional and transformative event. It can bring with it a mix of gratitude, grief, and uncertainty, especially if you’re not sure how to manage the new wealth....
View Article4 Powerful Financial Resolutions for a Better Future
As we approach a new year, it’s likely you will take some time in the coming week to reflect on the past year and think about what you’d want to do differently in the coming one. In this process, your...
View ArticleBautis Financial Advisor Commentary: A Year-End Client Message
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. As we wrap up 2024, we want to take...
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Market Recap Week of 12/23/2024 to 12/27/2024
The S&P 500 avoided a third straight weekly loss, rising 0.7% and bringing its year-to-date gains to 25% with two trading days remaining in 2024. “Investor sentiment is high entering 2025 as...
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The S&P 500 in 2024: 57 New All-Time Highs, and More
A brilliant start, a saggy middle, and then a flat thud – that was the trajectory for the S&P 500 last year. The broad-based index blazed through the gates right from the start of 2024. In the...
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Winter 2025 Key Planning and Investment Deadlines
Do you know what days the market closes for 2025? Or when various tax forms are due? How about the start and end dates for enrollment periods like Medicare or health insurance? Each year brings with...
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Episode 227 – Unlocking Hidden Government Grants: How to Find Money You...
Did you know there’s over $2 trillion in free money out there, just waiting to be claimed? Whether you’re starting a business, looking to pay for job training, or simply need help with living...
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Saving 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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Market Recap Week of 12/30/2024 to 01/03/2025
The S&P 500 index began the new year with a 0.5% weekly loss as the materials and consumer sectors declined, while energy and utilities stocks climbed. Yet, on Tuesday, the S&P 500 ended 2024...
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U.S. Labor Market Shows Mixed Signals as Job Openings Rise but Hiring Slows
The United States labor market displayed a mixed performance in November, with job openings increasing even as hiring activity slowed, signaling a potential cooling of labor demand. Job openings, a...
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Monthly Market Wrap: December 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in December 2024. It also delves into housing market...
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Financial Fitness: How to Treat Your Finances Like a Workout Routine
When you think about living a healthier lifestyle, what comes to mind? Probably hitting the gym, eating more greens, and cutting back on late-night snacks, right? But have you ever stopped to think...
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Episode 228 – Points, Miles and Wealth: Credit Card Hacks With Elliot Rosenberg
Dreaming of flying first-class, lounging in luxury hotels, or planning your perfect vacation without breaking the bank? What if you could unlock the secrets to doing it all with points and miles...
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Market Recap Week of 01/06/2025 to 01/10/2025
Last week, the S&P 500 index fell 1.9% as data showing stronger-than-expected December job growth curtailed hopes for interest rate cuts this year. The weekly move came in four sessions as the...
View ArticleTop 10 Content of 2024
#1: Agent of Wealth Episode 226 – Low-Cost and No-Cost Side Hustles to Start Today With Joan Posivy In 2024, we released 38 episodes of The Agent of Wealth Podcast and over 100 blog posts. But the...
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