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Market Recap Week of 04/21/2025 to 04/25/2025
The S&P 500 index rose 4.6% last week, led by technology stocks amid better-than-expected earnings from a number of companies in the sector including Google parent Alphabet. The index is still...
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Bautis Financial Advisor Commentary: April 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. “How long will this last?” “Will...
View ArticleWhat To Do If You Receive a Social Security Overpayment Notice
Imagine opening a letter from the Social Security Administration (SSA) only to find that not only were you allegedly overpaid in benefits, but now you’re being asked to repay tens of thousands of...
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Student Loan Overhaul Sparks Debate Over Access and Affordability
House Republicans have introduced the “Student Success and Taxpayer Savings Plan,” a comprehensive proposal aiming to reform the federal student loan and financial aid system. The plan seeks to limit...
View ArticleBefore You Rent Your Home, Know the Capital Gains Tax Implications
One scenario we frequently see is when someone is ready to move but hesitant to sell their current home. Instead, they consider converting the property into a rental. This often comes up when someone...
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Episode 244 – Discover Your Money-Multiplying Superpower With Scott Yamamura
Most people wait until life forces them to confront their finances. What if you had a ‘financial epiphany’ before that point — and used it to multiply your money, not your stress? In this episode of...
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Market Recap Week of 04/28/2025 to 05/02/2025
The S&P 500 index rose 2.9% last week as April jobs data came in above expectations. The market benchmark ended Friday’s session at 5,686.67. The S&P slipped 0.8% in April, marking its...
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Big Tech Bets on A.I. – And Wall Street Is Still Buying In
Last week’s Big Tech earnings confirmed what many investors already suspected: the artificial intelligence boom is far from over. Despite concerns about ballooning capital expenditures, the largest...
View ArticleHow to Make Rational Financial Decisions: A Guide to Smarter Money Choices
In a world driven by emotions, marketing hype, and endless financial choices, making rational financial decisions can feel harder than ever. Whether you’re deciding on a major purchase, tackling debt,...
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What the GDP Receipt Doesn’t Show
Recession alarm bells are ringing again. The latest Gross Domestic Product (GDP) report shows the economy shrank by 0.3%. That kicked off a flood of doomscrolling, scary headlines, and panicked...
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Episode 245 – A Guide to Investing in Section 8 Real Estate With Michael...
What if your rental income was government-backed — and your tenants stayed nearly a decade? Meet the investor who built an $8 million net worth doing exactly that… In this episode of The Agent of...
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