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Market Recap Week of 03/25/2024 Through 03/29/2024
The S&P 500 index edged up 0.4% last week to a fresh record close as the market benchmark wrapped up its strongest Q1 in five years. The quarter’s gains have come amid corporate earnings and...
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Preparing Your Children for Adulthood Through Financial Literacy
As a financial advisor, we learn a lot about clients’ short and long-term financial goals. We also learn about their frustrations and regrets regarding past financial decisions. During these...
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Interest Rates and Record Highs
The stock market rocketed to new record highs after the latest Federal Reserve meeting. Will markets continue to rise? Will stocks take a dive after the recent record highs? What could the Baltimore...
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Spring 2024 Key Planning and Investment Deadlines
Springtime brings with it a sense of renewal and possibility. As the world blooms anew, it’s also a chance to reassess our financial strategies and plan ahead. At Bautis Financial, we understand the...
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Tesla Sales Drop as EV Market Cools
Yesterday, Tesla reported its first year-over-year sales decline since 2020, signaling more concern for an EV industry that’s already struggling to find its footing. The company reported it built...
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Financial Planning Checklist: What Issues Should I Consider When Planning My...
As a business owner, the journey towards selling, disposing, or transitioning your business can be both exhilarating and daunting. Whether you’re considering retirement, seeking new ventures, or...
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Episode 200 – Diversification into Precious Metals With Michael Arries
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Michael Arries. Michael is an experienced advisor in the field of precious metals, having traded gold and silver for...
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Market Recap Week of 04/01/2024 Through 04/05/2024
The S&P 500 fell last week to start Q2 on a sour note as Federal Reserve officials indicated they were in no rush to cut interest rates. The benchmark equity index ended Friday’s session down 0.9%...
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Monthly Market Wrap: March 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in March 2024. It also delves into housing market...
View Article3 Ways to Raise Your Social Security Benefit
Not so long ago, Baby Boomers viewed Social Security as a retirement program for old people. High-earning Boomers felt that Social Security didn’t apply to them, because the monthly checks were small,...
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Episode 201 – How to Determine the Difference Between Wants and Needs
Picture this: You’re working hard and generating income, but still it feels like you’re treading water – never getting ahead. If this sounds familiar, it could be your spending habits holding you...
View ArticleHow to Protect Your Children from Their Inheritance
A common concern parents have is how to protect their children from inheriting wealth without jeopardizing their financial future. It’s a delicate balance — parents want to ensure their children are...
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Market Recap Week of 04/08/2024 Through 04/12/2024
The S&P 500 index fell 1.6% last week, its second consecutive weekly decline, as higher-than-expected consumer price data and cautious guidance from JPMorgan Chase added to market jitters. The...
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Money-Saving Tips for Millennials
As a millennial, you likely had a front-row seat to the 2008 Great Recession, fought through the COVID pandemic, and are now attempting to stay afloat amid high-interest rates. This economic...
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Episode 202 – Visionary Franchising With John Hewitt
Ready to explore the secrets of successful franchising? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John Hewitt, a renowned American entrepreneur with over 50 years...
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Financial Planning Checklist: Should I Take My Pension As A Lump Sum?
Retirement planning involves many critical decisions, one of which is how to manage your pension. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the...
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What Is The “Magic” Retirement Savings Number?
New research has found a new “magic” retirement savings number. I say “magic” because if you put 10 people in a room, you’ll get 10 different opinions about how much you should save for retirement…...
View ArticleWhat’s Your Money “Archetype?”
Have you ever had a friend who blew big sums of money on fancy cars or gadgets? Or a buddy who poured resources into the investment scam of the month without regard for risk and consequences? Or maybe...
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The Bitcoin Halving Is Nearly Here
Bitcoin’s “halving” is expected to happen soon. The halving, which happens roughly every four years, was written into Bitcoin’s code at its inception as a way to reduce the rate at which Bitcoins are...
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Market Recap Week of 04/15/2024 Through 04/19/2024
The S&P 500 index fell 3% last week — the third straight week of decline — led by the technology and consumer discretionary sectors, as investors digested a mixed round of quarterly financial...
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