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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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Market Recap Week of 05/05/2025 to 05/09/2025
The S&P 500 index fell 0.5% last week as declines led by health care and communication services outweighed gains paced by industrials. The index is now down 3.8% this year. Concerns about the...
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United States and China Agree to Tariff Pause As Trade Talks Resume
In a welcome development for global markets and multinational investors, the United States and China have announced a 90-day pause in their escalating trade war. Beginning tomorrow, May 14, both...
View ArticleWhy It’s Important to Have Life Insurance in Your 30’s
If you’re like many adults in their 30s, you’re probably going through a whole lot of big life changes. Maybe you’re buying your first home, getting married, having kids or starting a business....
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Monthly Market Wrap: April 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in April 2025. It also delves into housing market...
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What To Do With a Windfall: How to Make the Most of Unexpected Money
Whether it’s a tax refund, year-end bonus, inheritance, or even a graduation gift, unexpected money can feel like a breath of fresh air. But without a plan, it’s all too easy to watch it disappear....
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Bot vs. Bot: Is AI Breaking Higher Education or Simply Rewriting It?
Once seen as a threat to academic integrity, AI is now being used on both sides of the lecture hall, creating a strange new reality where bot-to-bot interaction is becoming the norm. Students were...
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Episode 246 – Financial Therapy: The Missing Piece in Retirement Planning...
We often hear people say, “I know I have enough money, but I still feel scared.” When unresolved feelings stay buried, they often manifest as behaviors – like overspending or understanding – that are...
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Market Recap Week of 05/12/2025 to 05/16/2025
The S&P 500 index rose 5.3% last week in a broad climb that pushed the market benchmark back into positive territory for the year. The market benchmark is now up 7% for the month and 1.3% for...
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Moody’s Downgrades U.S. Credit Rating Amid Soaring Debt Concerns
Moody’s downgraded the United States’ sovereign credit rating on Friday, citing the nation’s ballooning $36 trillion debt and persistent fiscal deficits. The move lowers the U.S. rating one notch from...
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