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Bautis Financial

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Kayla Waller

Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: March 13, 2023

March 13, 2023 by Kayla Waller

In this installment of advisor commentary, we reflect on and summarize what happened in the markets in February 2023.

Read moreBautis Financial Advisor Commentary: March 13, 2023
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: February 14, 2023

February 14, 2023 by Kayla Waller

In this installment of advisor commentary, we reflect on and summarize what happened in the markets in January 2023.

Read moreBautis Financial Advisor Commentary: February 14, 2023
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: January 19, 2023

January 19, 2023 by Kayla Waller

In this installment of advisor commentary, we reflect and summarize what happened in the markets in December 2022.

Read moreBautis Financial Advisor Commentary: January 19, 2023
ETFs vs Mutual Funds, What's the Difference?

ETFs vs Mutual Funds, What’s the Difference?

December 29, 2022 by Kayla Waller

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.

Read moreETFs vs Mutual Funds, What’s the Difference?
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: December 7, 2022

December 7, 2022 by Kayla Waller

In this installment of advisor commentary, we reflect and summarize what happened in the markets in November 2022.

Read moreBautis Financial Advisor Commentary: December 7, 2022
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: November 16, 2022

November 16, 2022 by Kayla Waller

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.

Read moreBautis Financial Advisor Commentary: November 16, 2022
Retirement Scenario Planning

What is Retirement Scenario Planning?

September 16, 2022 by Kayla Waller

This comprehensive planning tool helps pre-retirees answer two critical questions: When can I retire, and how much can I spend in retirement?

Read moreWhat is Retirement Scenario Planning?
The Importance of Designating Beneficiaries

The Importance of Designating Beneficiaries

July 27, 2022 by Kayla Waller

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.

Read moreThe Importance of Designating Beneficiaries
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7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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