Market Recap Week of 3/29/2021 Through 4/1/2021 – Daily Flash Briefing
Listen to our weekly stock market recap, including a look at the week ahead.
Kyra Mackesy Joins Bautis Financial
Bautis Financial welcomes Mackesy to the full-time team.
Trending in Charitable Giving: Donor Advised Funds – Daily Flash Briefing
In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly explains the philanthropic trend of donor advised funds.
How to Make Your Money Last in Retirement
How big you build your nest egg will impact how long your money lasts in retirement. Likely, you already know this. But other factors matter, too.
What Is a Non-Fungible Token? Understanding NFTs
Here's what investors should know.
2021 Key Financial Data Card
The 2021 Key Financial Data reference guide puts many important financial numbers right at your fingertips — in a simple graphic format.
Market Recap Week of 3/22/2021 Through 3/26/2021 – Daily Flash Briefing
Listen to our weekly stock market recap, including a look at the week ahead.
4 Tips for Smart Shopping – Daily Flash Briefing
Smart shopping takes a little planning, product knowledge and some patience, but it doesn’t have to be hard. Once you get the hang of it you’ll be better off financially. You can find everything you want and need for a good deal if you’re willing to stick to a few smart shopper tips. Here are …