Blog - BayTrust Financial

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: Important Tax Planning Information and Insights for 2026

Tax planning in 2026 is poised to look a lot different than it did in…

Retirement Planning

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Required minimum distributions (RMDs) are not well understood, and we would like to clear up…

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: The Story Isn’t the Rate Cut, It’s What Comes Next

The Federal Reserve delivered another 25-basis point rate cut at its December meeting, bringing the…

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: How AI Spending is Lifting U.S. Economic Growth, and What That Means for Investors

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: The “K-Shaped” U.S. Consumer Landscape

Long Term Care

Is Long-Term Care Insurance Worth It?

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: Investors Should Expect More Volatility in the Tech Sector

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: The Perils of Taking Private Markets Public

Weekly Market Commentary

Mitch Zacks – Weekly Market Commentary: Dollar Doom? Markets are Telling a Different Story

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BayTrust Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information contained in this marketing material is provided for informational purposes only and should not be construed as investment, legal, or tax advice. All investment strategies involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any references to specific securities, investment strategies, or portfolio allocations are for illustrative purposes only and may not be suitable for all investors. Nothing herein should be considered a recommendation to buy or sell any particular security. Insurance products and services offered through BayTrust Financial.