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Episode 193 – Mortgage Note Investing 101 With Fred Moskowitz
Banks and financial institutions aren’t the only ones able to own mortgage notes: You could buy and own notes, making you the one receiving the monthly payments. This lesser-known yet incredibly...
View ArticleHow to Avoid Scams, Particularly Those Targeting Older Adults
It wasn’t that long ago when money and assets were safe, or at least there was a high degree of perceived safety. Investment accounts were secured by SIPC insurance, and the same could be said about...
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Market Recap Week of 02/05/2024 Through 02/09/2024
The S&P 500 index closed above the 5,000 level for the first time, rising 1.4% last week to a fresh record, as a round of better-than-expected quarterly results boosted investor sentiment. The...
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Inflation Just Won’t Go Away: January Consumer Price Index
The latest inflation data came in hotter than expected. Data released in yesterday’s Consumer Price Index (CPI) showed the annual rate of inflation dropped less than expected to 3.1% in January from...
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The Rollercoaster of Investor Psychology
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied. Then, it tumbled as investors got jittery. Then, yo-yo’d a bit more. What’s...
View ArticleHow to Get Tax Savings on Charitable Contributions
The number of individuals who claimed charitable deductions on their taxes fell below 70% for the fourth consecutive year, according to “Giving USA 2022: The Annual Report on Philanthropy.” So what...
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Episode 194 – How to Stay Positive No Matter What’s Pissing You Off With...
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Martin Salama, a life coach and author that specializes in helping people frustrated in their life quickly shift their...
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Market Recap Week of 02/12/2024 Through 02/16/2024
The S&P 500 index slipped 0.4% last week, ending a winning streak that had lasted for most of 2024, amid mixed economic data and quarterly results. The index set new record closes on Monday and...
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Distribution of Household Wealth in America
You’ve heard the story before: The rich are getting richer. Today, the share of wealth held by the richest 0.1% is at its peak, with households in the highest rung having a minimum of $38 million in...
View ArticleHow to Navigate Your Finances As a Couple
Managing your own finances is no easy task. So, when you add another person to the mix, things get even more tricky – understandably so. More than 1-in-4 couples studied by Fidelity identified money...
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Episode 195 – Proven Ways to Acquire and Retain Clients With Richard Weylman
Getting a client is just the beginning. To successfully retain a client for life, business owners should seek to exceed the client’s expectations — turning them into advocates. In this episode of The...
View ArticleHow Can We Afford College? 5 Tips to Figure It Out
One common question parents have when their child is approaching the end of high school is: How can we afford college? Here are a few key tips to consider when thinking about your child’s college...
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Market Recap Week of 02/20/2024 Through 02/23/2024
The S&P 500 index rose 1.7% last week to a new record close as stronger-than-expected quarterly results from retailer Walmart and chipmaker NVIDIA boosted investor sentiment. The index is now up...
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Wendy’s Will Become First Fast-Food Chain to Introduce Surge Pricing
During an earnings call earlier this month, Wendy’s CEO Kirk Tanner said the fast food chain plans on investing $20 million to roll out digital menu boards to US-based restaurants by the end of 2025....
View ArticleHow to Protect Yourself From Bank Jugging
In the ever-vigilant quest for financial stability, a lesser-known threat lurks — Bank Jugging. This form of robbery is not just about the immediate financial loss; the psychological impact is...
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Navigating Fed Rate Decisions: A Brief Explainer
The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. The Fed’s decisions on interest rates are a big deal for markets and...
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Financial Planning Checklist: Should I Pay Off My Debt(s)?
Not only does debt complicate our finances, it complicates our emotions too. But much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that!...
View ArticleWebinar – Key Financial Data for 2024
Organize your finances at your convenience without having to search the web for numbers on tax brackets, deductions, credits, Social Security, retirement plans and more! In this webinar, Marc Bautis,...
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Market Recap Week of 02/26/2024 Through 03/01/2024
The S&P 500 index rose to a fresh record close last week as a technology-driven rally helped the market benchmark end February and kick off March on a positive note. The index also set a fresh...
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Bitcoin Hit New All-Time High, Near $69,000, Before Tumbling
Bitcoin set a new record high yesterday, briefly jumping past $69,000 — topping November 2021’s all-time peak — before falling back down to about $62,000. The rally was fueled by investors pouring...
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