Bautis Financial Advisor Commentary: March 13, 2023
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in February 2023.
Bautis Financial Advisor Commentary: February 14, 2023
In this installment of advisor commentary, we reflect on and summarize what happened in the markets in January 2023.
Bautis Financial Advisor Commentary: January 19, 2023
In this installment of advisor commentary, we reflect and summarize what happened in the markets in December 2022.
ETFs vs Mutual Funds, What’s the Difference?
Mutual funds and exchange-traded funds (ETFs) are common ways for Americans to invest in a pooled investment fund. Here are their similarities, and their differences.
Bautis Financial Advisor Commentary: December 7, 2022
In this installment of advisor commentary, we reflect and summarize what happened in the markets in November 2022.
Bautis Financial Advisor Commentary: November 16, 2022
In this installment of Advisor Commentary: The collapse of FTX, how midterm elections affected the market, and an update on Biden’s student loan forgiveness plan.
What is Retirement Scenario Planning?
This comprehensive planning tool helps pre-retirees answer two critical questions: When can I retire, and how much can I spend in retirement?
The Importance of Designating Beneficiaries
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.