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Episode 236 – Strategic Real Estate Planning: Navigating Family Wealth...
Should you sell, rent, or reinvest an inherited property? The right choice could impact your wealth for years to come. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by...
View ArticleUnderstanding Tariffs and Market Volatility
The financial markets have been experiencing increased volatility, in part due to the 10-25% tariffs imposed on imports from China, Mexico, and Canada. These tariffs, while intended to address trade...
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Market Recap Week of 03/03/2025 to 03/07/2025
The S&P 500 index fell 3.1% last week, pushing the market benchmark into the red for the year amid worries about tariffs and a weaker-than-expected February jobs report. The S&P 500 ended...
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Your 2025 Cybersecurity Checkup
Cybercrime is on the rise. In 2024, cyberattacks caused an estimated $10.5 trillion in damages worldwide, with phishing scams, ransomware attacks, and data breaches affecting millions of individuals....
View ArticleThe Future of Graduate School Funding is Uncertain
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 ArticleUnderstanding College Financial Aid Packages: What to Look For and How to...
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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Planning Your Retirement Move for Long-Term Success
Retirement often heralds a new chapter in life, prompting many to consider relocating to better align their living situations with evolving financial and lifestyle aspirations. This trend is more...
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Bautis Financial Advisor Commentary: March 14, 2025
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. Market selloffs, recession worries,...
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Episode 237 – Finish What You Start: The Art of Following Through By Peter...
Are you struggling with procrastination or finding it hard to follow through on your goals? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses another in their Book...
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Episode 238 – How Blockchain and Digital Trust Will Shape the Future of...
Blockchain is more than just cryptocurrency — it’s transforming the entire financial industry. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dan Averbukh, Founder of...
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Market Recap Week of 03/17/2025 to 03/21/2025
Last week, the S&P 500 index rose 0.5% for its first weekly gain since mid-February as markets responded to the Federal Reserve’s decision to keep interest rates unchanged. The index is still in...
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Consumer Confidence for the Future of the Economy Hits 12-Year Low
Consumer confidence declined further in March as the view of future conditions fell to the lowest level in more than a decade, the Conference Board reported Tuesday. The board’s monthly confidence...
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Student Loan Delinquencies Surge as Covid-Era Relief Ends: What Borrowers...
A staggering 9.7 million student loan borrowers became past due on their payments after the Covid-era payment pause ended, according to a new estimate from the Federal Reserve Bank of New York. This...
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Spring 2025 Key Planning and Investment Deadlines
Springtime brings with it a sense of renewal and possibility. As the world blooms anew, it’s also a chance to reassess our financial strategies and plan ahead. At Bautis Financial, we understand the...
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Bautis Financial Advisor Commentary: March 28, 2025
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. Markets have been on a roller...
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Episode 239 – Unlocking Wealth Through Self-Storage Investments With Mark Helm
Self-storage is one of the most recession-resistant real estate investments, yet many overlook its potential… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mark Helm,...
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Market Recap Week of 03/24/2025 to 03/28/2025
The S&P 500 index fell 1.5% last week – wiping out the previous week’s gain – amid worries about additional tariffs and worsening consumer sentiment. With just one trading day remaining in the...
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“Liberation Day” Tariffs Are Coming, What It Means For You
Tomorrow, April 2, President Trump is expected to impose a slew of new tariffs, or taxes on imports from other countries, in what he is calling “Liberation Day,” with hopes of rebalancing global trade...
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OpenAI Closes Record-Breaking $40 Billion Funding Round
On Monday, OpenAI announced it had closed on what amounts to be the largest private tech funding round on record. The $40 billion financing values the ChatGPT maker at $300 billion, including the...
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Monthly Market Wrap: March 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in March 2025. It also delves into housing market...
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