We’re in unprecedented times right now. We’ve seen the Dow Jones fluctuate 3,000 points in a day, circuit breakers were tripped 2 times in one week this month, and oil recently hit an 18 year low. Panicked investors looking for liquidity are selling things like long-term government bonds,
Episode 40 – Focus on What You Can Control – 6 Strategies to Take Advantage of the Current Environment
The markets and economy were off to a strong start in 2020 building on the impressive returns of 2019. In late February we saw a complete reversal and panic set in as the coronavirus spread outside of China. In this episode of the Agent of Wealth Podcast we are going to discuss why
10 Ways to Obtain Clarity Into Your Finances – Episode 39
Having clarity into your finances helps you on your path to financial freedom and achieving your goals. On this episode of the Agent of Wealth podcast we discuss how our app Wealth Center provides a window into your financial world where you can see information about your financial accounts,
Does Your Business Need a Virtual CFO? – Episode 38
A CFO plays a critical role in every company supporting the CEO in making optimal financial decisions. Making the right decisions for your company can set it on a path to success to maximize ROI. Making the wrong decisions can lead to financial disaster. In this episode of the Agent of
The SECURE Act and Changes to your Retirement Plan – Episode 37
When Congress passed the SECURE Act in late December — during the busiest time of year for most people — they gave Americans only two weeks to wrap their heads around the upcoming changes. Catch up on the act’s biggest changes in this episode with Marc Bautis. Today, he discusses the SECURE Act’s
Preparing Your Business For Tax Season with Kelli Lewis – Episode 36
Many business owners are challenged with keeping up with their books during the year. After all, most entrepreneurs started their business to drive a passion forward, not become an expert on working with Quickbooks. As tax filing deadlines are getting closer, many small business owners
Direct Indexing to Achieve Tax Alpha and Efficiency – Episode 35
The vast majority of active portfolio and fund managers have trouble beating the benchmarks that their funds are compared to. Whether the challenge of picking stocks is due to broad market cycles, the growth of ETFs, or other factors, stock selection continues to have massive implications for
Making Sure You are Covered With Jason Street – Episode 34
Is your house covered against flood damage? Are you protected if your dog bites someone? If you fall ill, who will pay your mortgage? If you are unsure how to answer any of these questions, then this is a podcast you need to listen to. In this episode of the Agent of Wealth podcast, Marc Bautis