Bautis Financial
Secure your Castle, Achieve your Dreams.
Although beneficiary designations are not required, neglecting to name a beneficiary could result in your hard-earned assets entering the probate process. Here's what you need to know about primary vs contingent and per capita vs per stirpes beneficiaries.
In this installment of advisor commentary, we break down the most important trends in August 2023’s monthly market review.
In this installment of advisor commentary, we break down the most important trends in July 2023’s monthly market review.
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in June 2023.
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in May 2023.
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in April 2023.
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in March 2023.
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in February 2023.
