Managing Retirement Distributions: Which Account to Tap First
A basic tenant of tax planning is to put off paying taxes for as long as possible. By investing money rather than turning it over immediately to Uncle Sam, you can earn returns that are yours to keep;...
View ArticleHow to Reevaluate and Adjust Your Financial Plan as Your Life Changes
Life is constantly evolving, and your financial plan should do the same. Major life events, like a new job, marriage, or the birth of a child, often signal the need for a financial reassessment....
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Episode 229 – Extreme Ownership: How U.S. Navy Seals Lead and Win by Jocko...
How do you lead with responsibility, build high-performing teams, and inspire action? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book...
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Market Recap Week of 01/13/2025 to 01/17/2025
Last week, the S&P 500 rose for the first week in 2025 on signs of easing inflationary pressures and strong earnings from major banks. All sectors posted gains, led by financials and energy, up...
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Reflecting on 2024, A Remarkable Year for Investors
Wednesday begins the fourth week of 2025, and although a tremendous amount of information has made it through the news cycle – particularly relating to the tragic wildfires in California, and...
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Financial Planning Checklist: What to Consider When Establishing and...
Let’s talk about the basics: your emergency fund. For many, the concept of an emergency fund starts and ends with the idea of saving 3-6 months of expenses. But the reality is that managing an...
View Article4 Ways to Decrease Required Minimum Distributions
Disclosure: Before making any decisions related to your RMDs, please consult with a tax professional. The government has become pesky about one thing—they want the tax dollars that have been locked up...
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Episode 230 – Building Winning Teams in Sports and Business With Marques Colston
What does it take to excel in the NFL and the business world? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Marques Colston, Super Bowl Champion and Founding Partner...
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Market Recap Week of 01/21/2025 to 01/24/2025
The S&P 500 index rose 1.7% last week, boosted by better-than-expected quarterly results and optimism that the Trump administration will reduce taxes and regulations. The S&P 500 is now up...
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Tech Giants Rattles as Chinese Competitor’s Low-Cost AI Model Threatens to...
The tech-heavy Nasdaq 100 lost almost $1 trillion in value yesterday after DeepSeek’s release of its low-cost R1 “reasoning” model led to the realization that the U.S. tech giants pouring billions of...
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A Big Day for Big Tech: Quarterly Earnings, AI Rivalry, and Market Reactions
Yesterday was a big day for Big Tech earnings, with results from Meta Platforms, Microsoft, Tesla, and others driving investor sentiment. However, market scrutiny is sharper than ever, fueled by the...
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How to Prepare for the College Admissions Process: A Timeline for Success
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 231 – Maximize Your 401(k): How Much to Save, and Smart Investment...
In this episode of The Agent of Wealth Podcast, host Marc Bautis is back for the second part in a series on how to maximize your 401(k). Now that you understand the importance of contributing to your...
View ArticleHedge Funds and Private Equity, Explained
If you’ve ever found yourself scratching your head over terms like “hedge funds” and “private equity,” you’re not alone. Today, we’re pulling back the curtain and breaking down these complex concepts....
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Market Recap Week of 01/27/2025 to 01/31/2025
The S&P 500 index shed 1% last week amid worries about competition in the technology sector and the Trump administration’s tariff plans, but the market benchmark still ended January with a monthly...
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Monthly Market Wrap: January 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in January 2025. It also delves into housing market...
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Episode 232 – MBA A$AP: Revolutionizing Business Education With John Cousins
What if you could learn the most valuable parts of an MBA — without spending years in school? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Cousins, an investor,...
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How to Create A Financially Organized Life
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed...
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Market Recap Week of 02/03/2025 to 02/07/2025
The S&P 500 index began February with a 0.2% weekly decline as January job gains came in slightly below expectations and U.S. consumer sentiment reached its lowest level since July. Last week...
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5 Strategic Moves to Consider When the Market Drops
The U.S. stock market has had a strong start to 2025, with the S&P 500 up 2.5% year-to-date. However, as always, volatility remains part of the equation. Just last week (Feb. 3-7), the index...
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