Bouncing Back Stronger: How to Thrive After a Job Loss
Losing a job is devastating, especially when you didn’t see it coming. The sudden disruption to our daily routine, the uncertainty that looms over the future, and the emotional toll it takes can leave...
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Monthly Market Wrap: February 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in January 2024. It also delves into housing market...
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Episode 196 – How to Breakthrough Burnout and Go From Stress to Success With...
In the fast-paced world of entrepreneurship, achieving success often comes with its own set of challenges. From managing business operations to maintaining personal well-being, entrepreneurs face a...
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Market Recap Week of 03/04/2024 Through 03/08/2024
The S&P 500 index eased 0.3% last week as investors sifted through mixed February employment numbers. A record close on Thursday came after Federal Reserve Chair Jerome Powell said the central...
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Financial Planning for Generations
It is normal, when working with your financial professional, to focus on the needs of your immediate family. For example, if you are a Baby Boomer, you’re probably focused on retirement planning, when...
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February Consumer Price Index Report: Inflation Ticked Up
Higher prices at the gas pump pushed up inflation more than expected in February, according to Consumer Price Index data from the Bureau of Labor Statistics released yesterday. However, inflation did...
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The Danger of Confirmation Bias
Which behavioral bias do you think is the most dangerous? Our tendency to herd and chase trends? (This one plays out a lot in the stock market) The human desire to avoid losses even at the expense of...
View ArticleHow to Build Student Loans Into Your Budget
The thought of repaying student loans can be daunting, but it can be manageable with a solid plan and proactive approach. Below are some considerations when it comes to paying back student loans. 1....
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Episode 197 – How to Create a 9-5 Paycheck Without a 9-5 Job With Jen Paterson
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jen Paterson, Founder of Dollar Divas, a money coaching company that supports female entrepreneurs or mompreneurs who need...
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Market Recap Week of 03/11/2024 Through 03/15/2024
The S&P 500 index edged down 0.1% last week as investors digested higher-than-expected inflation readings for February. The market benchmark is still up 0.4% for the month and 7.3% for the year....
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Investing in Yourself: The Importance of Personal Development for Financial...
In the world of finance, we often focus on traditional investment avenues such as stocks, bonds, and real estate. While these are crucial components of building wealth, there’s one investment...
View Article5 Things You Can Do With an IRA That You Can’t With a 401(k)
Individual retirement accounts (IRAs) and 401(k)s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, provide tax-deferred growth, and help...
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The Top Performing Investment Themes of 2023
While the S&P 500 rebounded over 24% in 2023, many investment themes soared even higher. A graphic released this week by Visual Capitalist shows the best performing investments themes from last...
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Episode 198 – How to Master Your Reading Habits With Nick Hutchinson
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Nick Hutchinson, owner of BookThinkers, host of BookThinkers: Life Changing Books, and author of Rise of the Reader:...
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Market Recap Week of 03/18/2024 Through 03/22/2024
The S&P 500 index rose to new highs last week as officials from the Federal Reserve’s policy-setting committee indicated they still expect to cut rates several times this year. It’s now up 2.7% so...
View Article5 Reasons Why Couples May Need a Financial Advisor
Money is often cited as one of the biggest sources of conflict in relationships. It’s no secret that finances can be a sensitive and challenging topic for many couples to navigate. But that’s where a...
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Larry Fink, BlackRock CEO, Calls on The United States to Rethink Retirement
BlackRock Inc. CEO Larry Fink’s annual letter to investors details issues he sees as key for investors, businesses and markets. In this year’s edition, “Time to Rethink Retirement,” the billionaire...
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Financial Planning Checklist: What Issues Should I Consider If I Experience A...
Life often surprises us with unexpected windfalls, such as the sale of a business, a sudden inheritance, lottery winnings, or a significant legal settlement. While these events can bring newfound...
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10 Tips for Maximizing Financial Aid
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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Episode 199 – Holistic Wealth: Balancing Health, Relationships, and Finances...
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Dr. Jeff Anzalone, a periodontist who teaches a unique prescription for success centered around mindset shifts. Dr. Jeff...
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