Top Tip for Determining if an IPO is a Good Investment – Daily Flash Briefing
Wealth Advisor Marc Bautis outlines the top tip for determining if you should invest in a new initial public offering (IPO).
How to Calculate Health Care Expenses in Retirement
The cost of health care increases as we age. Here's how to plan for these expenses in retirement.
4 Reasons Your Retirement Plan Might Fall Short
Saving enough money is critical for retirement — no matter what you plan to do in your golden years. Avoid these four mistakes to stay on track.
Episode 65 – Should You Invest In the Latest IPO? with John Williams
Last year was a record year for IPOs, with trends tracking into 2021. But the question remains, is the latest IPO a good, long-term investment?
Our List of Vetted Professionals
Whether you need a CPA to help with taxes or a Mortgage Lender to refinance your home, consider our list of trusted, vetted professionals.
How to Balance Charitable Interest With Action – Daily Flash Briefing
Want to get involved in charitable giving but not sure where to start? In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly offers advice for balancing interest with action.
Possible Tax Implications of President Biden’s American Jobs Plan
On March 31, 2021, President Biden presented an infrastructure spending plan, “American Jobs Plan,” and tax reform plan, “Made in America Tax Plan,” that seek to raise corporate income tax.
March 2021 Jobs Report Shows Hiring Surge
The U.S. adds 916,000 jobs in March, unemployment falls to 6%.