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How to Prepare Financially for Summer Travel (Without Derailing Your Goals)
As summer approaches, many of us are dreaming of sandy beaches, mountain getaways, and long-overdue family adventures. But while summer travel is an opportunity to recharge, it can also pose a threat...
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No Tax on Tips: What This Means and How It Can Affect Your Life
In a rare show of bipartisan support, the Senate recently passed the No Tax on Tips Act, a piece of legislation that—if enacted—could change how millions of Americans report and pay taxes on tip...
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Episode 247 – How Inflation Distorts Markets With Ivan Pavlovic
Why do prices keep rising – even when productivity increases? And who really controls the money supply? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ivan Pavlovic,...
View ArticleBautis Financial Welcomes Summer Intern Charles DellaVolpe
This summer, Bautis Financial welcomed Charles DellaVolpe to the team as a Summer Intern. Charles will work alongside our team to support client service efforts, conduct investment and financial...
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Market Recap Week of 05/19/2025 to 05/23/2025
The S&P 500 index fell 2.6% last week, pushing the market benchmark back into the red for the year, amid a fresh round of tariff threats from the Trump administration. The market benchmark ended...
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What the Latest Tariff Ruling Means for Investors and Businesses
A recent decision by the U.S. Court of International Trade has created waves in global markets by striking down a series of tariffs imposed under the International Emergency Economic Powers Act...
View ArticleHow to Structure Gifts and Transfers to Adult Children
Much of the press around gifting children is cast in a negative light: Implying that children are greedy or unmotivated, and the parents gifting money are pushovers. But what if such transfers are...
View ArticleHow to Conduct a Mid-Year Money Checkup
Six months. That’s how long it’s been since you set your goals for the year — whether that meant refining your investment strategy, advancing your philanthropic giving, or simply preserving the...
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Episode 248 – How Smart Investing Can Solve the Affordable Housing Crisis...
Most real estate investors chase returns. Few also aim to lift people out of poverty. Samuel Sells does both. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Samuel...
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Market Recap Week of 05/27/2025 to 05/30/2025
Last week, the S&P 500 index rose 1.9%, capping the biggest month of gains since November 2023. The index ended Friday’s session at 5,911.69, pushing its May increase to 6.2%. The index is now up...
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College Savings Accounts: Comparing 529 Plans, Coverdell ESAs, and Custodial...
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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Nuclear Energy Is Powering Up – Here’s Why Investors Should Take Note
As A.I. continues to drive exponential data growth, the world’s largest tech companies are turning to nuclear energy to meet their rising power demands. The latest move? Meta Platforms recently signed...
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Monthly Market Wrap: May 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in May 2025. It also delves into housing market data...
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Episode 249 – ESOP Tax Strategies and Succession Planning With Salvatore...
Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees. In this episode of The Agent of Wealth...
View ArticleIs The Housing Market Finally Cooling Off?
After years of red-hot growth, the U.S. housing market is finally cooling off – not collapsing, but simmering down. New data shows there are now 117,000 new single-family homes sitting on the market...
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Market Recap Week of 06/02/2025 to 06/06/2025
The S&P 500 index rose 1.5% last week as May payrolls came in above expectations. It ended the week at 6,000.36, continuing the market benchmark’s recent wave of positive momentum following a 6.2%...
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How to Protect Your Social Security Benefits from Scammers
Scammers are constantly evolving their tactics to target seniors, and one of the most common ways they do this is through Social Security fraud. In 2023 alone, over $126 million was lost to Social...
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Trade Truce or Temporary Timeout? What the Latest U.S.-China Deal Could Mean...
In an announcement this week, the U.S. confirmed a 55% tariff on Chinese goods, while China will impose a 10% tariff on U.S. products. As part of the framework, China has agreed to expedite export...
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Episode 250 – Staying Put and Staying Secure: How Reverse Mortgages Can...
If your retirement plan includes staying in your home, you’ll want to hear this conversation… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Guttman, Certified...
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The Real Engine Behind Wealth: How Compound Interest Builds Fortunes
Did you know only 19% of Gen Z truly understands how compound interest works? Though the “eighth wonder of the world” — as Einstein once referred to it — is essentially misunderstood today in the...
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