You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college pla …
2 Years of Trump Tweets: How Much Power Do Presidential Tweets Actually Have on Markets? No president in history has personally used social media more than Donald Trump. His tweets have given us unpre …
Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guid …
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make de …
Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security b …
Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfoli …
A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is th …
Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help you get your money situation on track. While …
Build Better Finances This Year by Overcoming Your Brain’s Natural Tendencies with These Expert Behavioral Finance Tricks. Humans aren’t robots. While the fields of economics and finance were built on …
You’ve finally made it to retirement. You are happily sitting on a million dollars at age 65. You are healthy and looking forward to spending your golden years relaxing and doing some of the things …
Retirement is something that many people do not consider preparing for until their 30s, 40s, 50s or even later. If you are in your 20s you’re probably still trying to navigate your income, expenses, d …
For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what acti …
It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. Related: Your 2018 Year-En …
Marc Bautis is back to share his year-end checklist with you! In part two, Marc tells you everything you need to know about making retirement plan contributions before 2019 rolls in. Related: Your 201 …
Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31s …
There are unforeseen risks that could knock your retirement plan off course. In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Exp …
Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why he’s adamant ab …
