#9 - Understanding Risk in Your Portfolio 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 portfolio? Today, Marc Bautis explains how investors can
Quarterly Market Commentary – 2018 Q4
Welcome to our quarterly market commentary video where we look at what happened with the markets in the fourth quarter of 2018 and what we can expect in the first quarter of 2019. https://youtu.be/yNEHVm9bPsM If you would like a pdf version of the commentary you can download it
Agent of Wealth Podcast – Episode 8
#8 - This is How Successful People Achieve Big Goals 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 that? In this episode, Marc
Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now
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 making your list of resolutions is pretty simple, sticking to your plan and achieving your goals
Uses of a Roth IRA
Uses of a Roth IRA Roth IRAs are similar to Traditional IRAs, but the main difference between the two is how they are taxed. Traditional IRA contributions are made with pre-tax dollars whereas Roth IRA contributions are made with after-tax dollars. Another major difference between the two
Monte Carlo
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 you’ve always wanted to do but just didn’t have the time. You do have some concerns
Don’t Miss These 7 End-of-Year Financial Planning Tips
The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a
Winter 2019 Key Deadlines
Do you know what days the market closes for 2019? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to track. But I like to keep things easy, so I