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Market Recap Week of 05/06/2024 to 05/17/2024
Last week, the S&P 500 index rose 1.9%, marking its third consecutive week of gains, as earnings reports were mostly above expectations and investors grew more hopeful for rate cuts. The index is...
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Ticket Prices Skyrocket for Caitlin Clark’s WNBA Debut
Basketball phenom Caitlin Clark will make her WNBA regular-season debut tonight when Indiana visits Connecticut, and prices are skyrocketing. Typically, the rate for a Connecticut Sun home game is...
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New Graduates Are Entering A Difficult Job Market
The U.S. economy just notched another month of job gains, and although the unemployment rate edged up to 3.9%, those armed with a new diploma will be entering a job market that looks less promising –...
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Episode 205 – Financial Documents: What to Save and How Long to Keep Them
As spring breathes new life into our surroundings, it’s time to dust off more than just the cobwebs in our homes. In this episode of The Agent of Wealth Podcast, host Marc Bautis answers one of the...
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Switching Social Security Benefits: A Guide to Maximizing Your Retirement Income
Under Social Security rules, if a person receiving a benefit becomes entitled to a different benefit, that person may switch to the new benefit if it’s higher. This switching is one of the most...
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Market Recap Week of 05/13/2024 to 05/17/2024
The S&P 500 index rose 1.5% last week, marking the fourth straight weekly gain, as investors were encouraged by signs of easing consumer price inflation. The benchmark ended at 5,303.17 on Friday,...
View ArticleYour 401(k) Options During or After a Job Transition
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings. But if you’ve moved on from your 401(k) employer or are...
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30-Year and 15-Year Mortgage Rates Decreased in May
Though a small decrease for mortgage rates, the 30-year fixed rate fell by seven points, and the 15-year fixed rate dropped by 10-points last week. “Six months ago, the 30-year rate was 42 basis...
View ArticleThe Realities of Athletic Scholarships
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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The Future of Social Security and Retirement Savings
The median retirement savings for Americans stands at $87,000, which is too low for a comfortable retirement. In a 2022 Survey of Consumer Finances from the Federal Reserve, the average retirement...
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Financial Planning Checklist: What Issues Should I Consider When Reviewing My...
We want to help you identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year,...
View ArticleWebinar – From Dream to Doorstep: Mastering the First-Time Homebuying Journey
Buying a first home can be overwhelming in today’s complex, fast-paced market. Plus, nearly half of homebuyers feel they lack support and advice, and don’t know where to start, according to Bank of...
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Episode 206 – Lessons from an All-In Life With Jeanne Collins
Do you often find yourself hesitating before a big decision, or weighing the pros and cons? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Jeanne Collins, Founder and...
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Nvidia’s Q1 Earnings Report Miss, Market Reacts
According to CNBC, “Nvidia’s quarterly earnings report has become a way for investors to gauge the strength of the AI boom that has transfixed markets in recent months. Its strong results on...
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Market Recap Week of 05/20/2024 to 05/24/2024
The S&P 500 index edged up last week as gains in the technology and communication services sectors offset declines elsewhere. The market benchmark reached a new intraday high last week when it...
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Maximizing Social Security Benefits: A Guide for Widows Between 60 and 70
Widows between the ages of 60 and 70 who qualify for both a survivor benefit based on their deceased spouse’s work record and a retirement benefit based on their own record have a unique opportunity...
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Maximizing Social Security Benefits: The Ins and Outs For Divorced-Spouses
A divorced person who was married more than ten years may be able to receive Social Security benefits based on their ex-spouse’s work record. Some divorcees (and it’s usually the woman who was the...
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Faster Trade Settlements Now Finalized
Hoping to reduce risk and improve efficiency, Wall Street has finalized a faster trade settlement. Shifting from two days to one for all purchases and sales, investors will need to adapt. The SEC...
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Economy Cools Down: Inflation, Consumer Spending, and The Fed’s Next Move
Since the Federal Reserve’s last meeting several weeks ago, the economy has cooled down. According to the minutes, “various participants mentioned a willingness to tighten policy further should risks...
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Episode 207 – How to Proactively Mitigate Conflict When Estate Planning With...
Estate planning is often a difficult time for loved ones, especially if something unexpected happens… In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by a special guest, Kat...
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