ESG Investing for Beginners
In recent years, there has been a significant shift in the way investors approach their investment decisions. With growing concerns about climate change, social inequality, and corporate governance, a...
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US New Home Sales Rebounded to Highest Level Since Last September
Sales on new U.S. single-family homes rebounded in March from February’s downwardly revised level, drawing support from a persistent shortage of previously owned houses on the market, but momentum...
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The Ban on Noncompetes: Good For Workers, Businesses and The Economy
Yesterday, the Federal Trade Commission (FTC) issued a final rule to ban noncompetes nationwide, protecting the fundamental freedom of workers to change jobs, increasing innovation, and fostering new...
View Article401(k) Rollovers: A Quick-Start Guide
If you’ve recently switched employers or have an older 401(k) account that’s not being actively managed, you may want to consider a rollover, which involves moving savings from one retirement plan to...
View ArticleWebinar – How to Manage Health Care Expenses in Retirement
As you approach the age of 65, questions about Medicare enrollment, coverage, costs, and long-term care can become increasingly pressing. Baby Boomers are asking: When do I sign up for Medicare? What...
View ArticleHarvesting the Nest Egg: When Accumulation Becomes Distribution
Retirement planning is easy during the accumulation phase. Just stash as much savings as possible into retirement and investment accounts, and maximize total returns. All that really matters is...
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Market Recap Week of 04/22/2024 Through 04/26/2024
The S&P 500 index rose 2.7% last week, its first weekly gain in a month, as the technology and consumer discretionary sectors helped lead a broad rebound amid better-than-expected earnings....
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3 Factors Affecting Today’s Market
Markets have been very volatile lately. Let’s take a quick look at the factors in play… The Bull Market Narrative Has Shifted For months, investors have told a “Goldilocks” story of a strong economy,...
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The IRS’ Experimental Free Tax Filing Website Was A Success
Last week, the Biden administration announced that its first-of-its-kind free tax filing website earned high marks from users. IRS commissioner Danny Werfel said that 140,803 households completed...
View ArticleHow to Create Super Secure Passwords
Would you rather wash the dishes, or create a new password for an online account? If you chose doing the dirty dishes, you aren’t alone: According to a study by Harris Interactive and Janrain, 38% of...
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April Jobs Report: Hiring, Wage Growth Slow As Unemployment Jumps
The United States labor market cooled notably last month, as both hiring and wage growth slowed more than economists had expected in April. According to new data from the Bureau of Labor Statistics,...
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Episode 203 – Lessons From “Thinking in Bets” By Annie Duke
In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Thinking in Bets: Making Smarter Decisions When You...
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Market Recap Week of 04/29/2024 to 05/03/2024
The S&P 500 index rose 0.5% last week, starting May on a positive note, as investors grew more hopeful the Federal Reserve’s policy-setting committee will start cutting rates after April’s US Jobs...
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Monthly Market Wrap: April 2024
The Monthly Market Wrap provides an insightful analysis of the major index returns, treasury yields, fixed income performance, and other key economic indicators in April 2024. It also delves into...
View Article6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy is more than just a matter of passing on material wealth – it’s about ensuring a secure and harmonious future for your family. Without a plan in place, the transfer of wealth...
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Only 40% of Renters Believe They’ll Never Own a Home, Record-Low
Yesterday, The Federal Reserve Bank of New York released results from its 2024 SCE Housing Survey, which provides information on consumers’ housing-related experiences and expectations. According to...
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New York City Emerges as The Global Epicenter of Wealth
New York has almost 350,000 millionaires, which is the most of any city in the world, and up 48% from a decade ago, according to a global ranking of the wealthiest cities by Henley & Partners, an...
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Assessing Recession Risks: Is a Soft Landing Still Achievable?
Many analysts were convinced that the United States economy could achieve a coveted “soft landing,” but they might have been overly optimistic. What makes some economists worry about a recession? Some...
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Episode 204 – How to Plan a Winning Business Transition With Laurie Barkman
100% of business owners are going to exit one day, but less than 10% have a written and communicated plan for doing so. If you fall into the remaining 90%, it’s time to get a plan in place. In this...
View ArticleHow to Build a Better List of Colleges Using Safety, Target and Reach Schools
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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