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JPMorgan Expands Into Blockchain-Based Investments
JPMorgan is making a notable move deeper into the digital asset space, signaling how traditional finance continues to adapt to blockchain technology. Today, the bank is launching My OnChain Net...
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2025 in Review: Lessons from a Noisy Market
2025 is coming to a close – and for many investors, it didn’t feel like a typical year. Some years move quickly. Others feel dense, unpredictable, and emotionally demanding. This one managed it all....
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Funding a Start-Up in Retirement: Financial Considerations
Using retirement savings to fund a start-up is, quite literally, a risk layered on top of a risk. Yet for many retirees, the appeal of launching a business after leaving full-time work is strong — and...
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Year-End Tax Planning: Strategies for High Earners
As the calendar year draws to a close, investors with complex financial lives have a valuable — but limited — opportunity to implement tax strategies that can meaningfully influence both near-term...
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Episode 276 – Communicating with Purpose: Insights from Supercommunicators by...
What if the biggest communication breakthroughs have less to do with what you say — and more to do with how well you listen? In this episode of The Agent of Wealth Podcast, the Bautis Financial team...
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Market Recap Week of 12/15/2025 to 12/19/2025
The S&P 500 index edged up 0.1% last week as gains led by the consumer discretionary sector managed to outweigh energy-led declines. The market benchmark is down 0.2% for the month but up 16% for...
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Premarital Financial Planning: 7 Conversations to Have Before You Say “I Do”
Marriage is a major life milestone — and not just emotionally. It’s also one of the most significant financial transitions you’ll ever make. Whether you’re entering your first marriage or blending...
View Article4 Powerful Financial Resolutions for a Better Future
As we approach a new year, it’s likely you will take some time in the coming week to reflect on the past year and think about what you’d want to do differently in the coming one. In this process, your...
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Episode 277 – Money, Meaning & Momentum: Preparing Early Careers for Success...
What if the real problem with education isn’t that students aren’t learning enough — but that they’re learning the wrong things for today’s workplace? Too many graduates are prepared for exams, but...
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Market Recap Week of 12/22/2025 to 12/26/2025
The S&P 500 index rose 1.4% and hit fresh record highs last week amid a stronger-than-expected report on Q3 economic growth. The S&P 500 ended Friday’s session at 6,929.94, just slightly below...
View ArticleNet Unrealized Appreciation (NUA) Tax Strategy: How to Roll Over Appreciated...
When you leave an employer — whether due to retirement or a career change — it’s common to roll a 401(k) into an IRA. In many cases, that’s a smart and straightforward move. But if your retirement...
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The Top Performing Stock of 2025
With the final trading day of 2025 now officially behind us, the market’s full-year results are in — and one stock clearly stood above the rest. The top-performing stock in the S&P 500 in 2025 was...
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The Power of Financial Mentorship: Why Literacy Matters This National...
January is National Mentoring Month, a time to reflect on the guidance, knowledge, and values we pass along to others. While mentoring is often associated with careers or education, one of the most...
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Financial Planning Checklist: What to Consider to Fund Your Child’s College...
If you’re a parent, you’ve probably thought about your child’s future more times than you can count. College may feel far off, or it may be right around the corner – either way, the decisions you make...
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Market Recap Week of 12/29/2025 to 1/02/2026
The S&P 500 index shed 1% last week as the market benchmark transitioned to 2026 following its third consecutive year of double-digit percentage gains. The S&P 500 ended up 0.2% in its first...
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When Financial Success Creates Complexity: The Case for Coordinated Wealth...
Financial growth changes the nature of financial planning. As wealth increases, the margin for inefficiency narrows. Tax decisions carry greater consequences, investment structure matters more, and...
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Gas Cars Make a Comeback as EV Momentum Slows
Ford wrapped up last year with its strongest U.S. sales since 2019, selling more than 2.2 million vehicles. The growth came largely from traditional gas models and hybrids, which now make up the vast...
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Monthly Market Wrap: December 2025
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in December 2025. It also delves into housing market...
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IPO Activity to Watch Going Into 2026
The IPO market may be showing early signs of life. Reports indicate that Discord has officially filed for an initial public offering (IPO), working with Goldman Sachs and JPMorgan as lead advisers....
View ArticleTop 10 Content of 2025
#1: The Power of Investing Young Once again, The Power of Investing Young earned a top spot – proving that some financial lessons never lose their impact. This evergreen article continues to resonate...
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