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McDonald’s Releases $5 Value Meal Deal to Combat Price Complaints
McDonald’s rolls out its new value offering today, aiming to lure back cost-conscious customers who turned away from the chain amid increasing prices. The $5 deal includes four items – a McChicken...
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Rivian Secures Up to $5 Billion in New Joint Venture With Volkswagen
Rivian stock surged yesterday after the EV maker announced a joint venture deal with Volkswagen Group, crucially bringing fresh capital into Rivian’s coffers. Volkswagen announced it intends to work...
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Financial Planning Checklist: Essential Planning Issues to Consider When...
Marriage marks a significant milestone in life, blending not only two individuals but also their financial landscape. At Bautis Financial, we understand the importance of preparing financially for...
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Episode 211 – The Benefits to Using a Travel Advisor With Rodney George
Dive into the world of luxury travel in this episode of The Agent of Wealth Podcast! Host Marc Bautis is joined by Rodney George, Founder and Managing Partner at Luxe Travel Consultants. With over 185...
View ArticleHedge Funds and Private Equity, Explained
If you’ve ever found yourself scratching your head over terms like “hedge funds” and “private equity,” you’re not alone. Today, we’re pulling back the curtain and breaking down these complex concepts....
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Market Recap Week of 06/24/2024 to 06/28/2024
Last week, the S&P 500 edged down for its first weekly loss since late May, though the index rose almost 15% in the first half of 2024. With last week being the only week the market benchmark has...
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The Disconnect Between Economic Perception and Reality: A “Vibecession”
How do you feel about the state of the economy? Are you feeling confident and comfortable, or are you feeling a nagging worry that things aren’t going well? If you’re experiencing a disconnect between...
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Episode 212 – Rewiring the Mindset Around Retirement With Kevin Hoover
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he...
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How to Pay for Long-Term Care: 8 Strategies
Two big questions loom as the American population comes of age for long-term care: How do I plan for it? Can I afford it? When it comes to planning for a safe and secure retirement, long-term care...
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Market Recap Week of 07/01/2024 to 07/05/2024
The S&P 500 index started the second half of 2024 with a 2% weekly gain to a record close, led by advances in the communication services, technology and consumer discretionary sectors. The market...
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Monthly Market Wrap: June 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in June 2024. It also delves into housing market data...
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Takeaways From Fed Chair Jerome Powell’s Testimony on Capitol Hill
Inflation has come a long way since reaching a four-decade peak two years ago, Federal Reserve Chair Jerome Powel said Tuesday. However, central bank officials still want to see more progress before...
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Bias and FOMO Are a Part of Investing – Here’s How to Beat Them
When you see headlines like, “Nvidia becomes world’s most valuable company…” Or read that a few stocks are responsible for most of the market’s gains… Or see some newsletter bragging about a X,XXX%...
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Episode 213 – How Small to Medium-Sized Businesses Should Deal With Legal...
Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by...
View ArticleHow to Keep Health Care Costs Under Control in Retirement
Although the government may subsidize some of your health care costs under the Medicare program, you will still be responsible for certain out-of-pocket costs in retirement. You will want to do...
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Summer 2024 Key Planning and Investment Deadlines
Summer is here! As we welcome the vibrant days and the season of travel, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them. At Bautis Financial, we...
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Market Recap Week of 07/08/2024 to 07/12/2024
The S&P 500 index rose 0.9% last week, trading near records, despite the mixed inflation data and bank earnings. The index is now up 2.8% in July and 18% this year. Inflation data last week...
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Trump Media Stock Price Surges After Assassination Attempt
Yesterday, Trump Media & Technology Group’s stock price soared 32% in trading, alongside shares of other companies that could benefit from a Donald Trump presidency, following the assassination...
View ArticleHow to Make the Most of a First Meeting With a Financial Advisor
Meeting with a financial advisor for the first time can be both exciting and daunting. Whether you’re planning for retirement, investing for the future, or seeking guidance on managing your finances...
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Amazon Is On Pace for a Record-Breaking Prime Day Event
Shoppers are likely to spend roughly $14 billion during Amazon’s Prime two-day shopping event this week – up 10.5% from last year – according to projections from Adobe Analytics, a firm that studies...
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