Clik here to view.
Market Recap Week of 06/09/2025 to 06/13/2025
The S&P 500 index fell 0.4% last week as tensions between Israel and Iran reached a boiling point, breaking its two-week winning streak. The index still remains up 1.1% for June and 1.6% in 2025....
View ArticleClik here to view.
What Investors Need to Know About the Proposed “Revenge Tax”
A provision in a new bill – Section 899 of the One Big Beautiful Bill Act – is raising eyebrows on Wall Street. Dubbed a “revenge tax,” the proposal aims to penalize countries that the U.S. believes...
View ArticleClik here to view.
The Solar Energy Sector Is Feeling the Heat — and Not in a Good Way
The future of solar energy companies, to say the least, is not looking so bright. Recent legislation has dealt businesses in this market a major blow by significantly reducing the clean energy tax...
View ArticleClik here to view.
Episode 251 – Energetic Wealth: The Missing Link to Women’s Financial &...
There are countless strategies to build wealth – but what if the key to lasting success lies in the energy behind those strategies? In this episode of The Agent of Wealth Podcast, host Marc Bautis...
View ArticleClik here to view.
Financial Planning Checklist: What to Consider For Your Child With Special Needs
Planning for the future is always a top priority, but when you have a child with special needs, the challenges are often more complex. Beyond managing everyday care and ensuring your child has the...
View ArticleClik here to view.
Market Recap Week of 6/16/2025 to 6/20/2025
The S&P 500 index edged down 0.2% last week as gains in the energy, technology and financial sectors were outweighed by declines elsewhere. The market benchmark ended Friday’s session at 5,967.84....
View Article7 Steps to Take on the Road to College
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 ArticleClik here to view.
Navigating Uncertainty: Geopolitical Tensions and Global Events
Recent headlines have been dominated by unsettling developments in the Middle East – footage of missile strikes lighting up the night skies, long lines of cars fleeing Tehran, and warnings of broader...
View ArticleClik here to view.
Summer 2025 Key Planning and Investment Deadlines
Summer is here! As we welcome the vibrant days and the season of travel, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them. At Bautis Financial, we...
View ArticleClik here to view.
A New Era in the Automobile Industry: How Rising Car Prices Could Affect...
Recent developments from Cox Automotive suggest that vehicle costs could begin rising at a faster pace. Several factors are driving this trend, including newly implemented tariffs, a shrinking supply...
View ArticleClik here to view.
Episode 252 – Preparing Next-Gen Leaders for Family Business Success With...
What’s harder than building a successful family business? Handing it off to the next generation. Passing on a successful family business is one of the most complex – and often avoided – transitions a...
View ArticleClik here to view.
Market Recap Week of 06/23/2025 to 06/27/2025
Last week, the S&P 500 index rose 3.4% to new highs, led by the communication services and technology sectors. The index ended Friday’s session at a record closing high of 6,173.10. The market...
View ArticleClik here to view.
How Marital Events Can Impact Your Social Security and Medicare Benefits
When your marital status changes, so should your financial plan. Events like marriage, remarriage, divorce, or the death of a spouse can impact everything from tax filing status to estate planning —...
View ArticleClik here to view.
June Job Report Recap: Labor Market Resilience Sends a Signal
Last week’s labor market data ended on a high note, surprising many analysts and offering some key insights for investors and those planning for long-term financial goals. Here’s what happened: Job...
View ArticleRaising a College-Ready Saver: How to Involve Your Child in College Planning
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 ArticleClik here to view.
Episode 253 – Turning Marriage Into An Asset With Dr. Travis Parry
Business partners draft contracts. Investment partners sign agreements. But when it comes to marriage – one of the most important partnerships of all – too many couples skip the financial...
View ArticleClik here to view.
Market Recap Week of 06/30/2025 to 07/03/2025
The S&P 500 index rose 1.7% last week to another record closing high as June jobs data came in above expectations. The market benchmark ended Thursday’s abbreviated session at 6,279.35, its...
View ArticleClik here to view.
Monthly Market Wrap: June 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in June 2025. It also delves into housing market data...
View ArticleClik here to view.
Retail Investors Gain Greater Access to Private Markets – But Not Without Risks
The once-exclusive world of private market investing is becoming more accessible to everyday investors, as financial platforms continue lowering the barriers to entry. This week, SoFi announced it is...
View ArticleClik here to view.
Bautis Financial Advisor Commentary: July 9, 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. The S&P 500 just closed at...
View Article