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JetBlue-Spirit Merger Blocked Due to DOJ’s Antitrust Challenge
A federal judge ruled yesterday that JetBlue cannot acquire Spirit Airlines, marking the end of a deal that would have produced the country’s fifth-largest airline behind the Big Four (Delta,...
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Bautis Financial Advisor Commentary: January 18, 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. The Economy & Inflation As we...
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Financial Planning Checklist: Documents to Collect For Filing 2023 Tax Returns
Tax season is right around the corner, and we know how tricky it can be to manage such a daunting task on top of all of your other responsibilities. To help speed things along, we put together a...
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Episode 190 – Deep Work: Rules for Focused Success in a Distracted World by...
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Deep Work: Rules for Focused Success in a Distracted...
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Market Recap Week of 01/16/2024 Through 01/19/2024
The S&P 500 index rose 1.2% last week to a record close amid strong gains in the technology sector and a bullish outlook from a chip-industry leader. The index ended Friday’s session at 4,839.81...
View Article5 Reasons Why Business Owners May Need a Financial Advisor
Running a successful business requires more than a good idea and hard work. Business owners need to make informed, financial decisions daily to ensure they thrive in a competitive market. However,...
View ArticleThe ABCs of RMDs
The importance of understanding and navigating Required Minimum Distributions (RMDs) cannot be overstated, as they represent a pivotal link between your years of hard work and the fulfillment of your...
View ArticleHow Parent and Child Assets Impact Financial Aid Packages
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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How to Navigate Student Loan Repayments
Student loan relief was nice while it lasted, but now, payments are back. That means that a total of $1.63 trillion in debt will need to be repaid by 43.4 million Americans. And, perhaps...
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Episode 191 – Risk and Reward: Insights From Day Trading Expert Darrell Martin
A whopping 97% of day traders lose money in less than a year, and day traders lost a total of $1.14 billion during the pandemic. That’s why Apex Investing equips day traders with the tools and support...
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Market Recap Week of 01/22/2024 Through 01/26/2024
Last week, the S&P 500 index rose for a third consecutive week as the first reading of Q4 economic growth came in stronger than expected and some earnings topped estimates. The index continued to...
View ArticleThe Pros and Cons of Adding Annuities to Your Portfolio
The term “annuity” refers to an insurance contract issued and distributed by financial institutions with the intention of paying out invested funds in a steady income stream in the future. Investors...
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From Bear to Bull: Navigating the Current Market Landscape
It’s official. The bear market is behind us. The S&P 500 finally hit a new record for the first time since 2022, and then notched multiple higher highs in the days that followed. That means it has...
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Financial Planning Checklist: Am I Eligible For An IDR Plan?
Income-Driven Repayment (IDR) Plans can be an attractive option for federal student loan borrowers, as these plans can make monthly payments more manageable, and offer forgiveness after a term of...
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February is Financial Aid Awareness Month
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 192 – How to Prepare for a Successful Tax Season
Tax season is overwhelming, as it often feels like we’re navigating a labyrinth of paperwork and regulations. That’s why this episode of The Agent of Wealth Podcast is dedicated to preparing for a...
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Market Recap Week of 01/29/2024 Through 02/02/2024
The S&P 500 index rose 1.4% last week to a fresh closing high, boosted by better-than-expected monthly jobs data and quarterly corporate earnings. The market benchmark ended Friday’s session at...
View ArticleShould You Get a Prenup?
For generations, prenups have been considered taboo. They had a reputation of leading to divorce, or only being necessary for the wealthy. Both are just not true: Prenuptial and postnuptial agreements...
View ArticleTrading in Your Phone vs. Selling It: What’s Better?
In our fast-paced, technologically driven world, upgrading to the latest smartphone has become a common occurrence. With manufacturers releasing new models regularly, people find themselves faced with...
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Monthly Market Wrap: January 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in January 2024. It also delves into housing market...
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