Bautis Financial
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Moving to a new state? There’s more to consider than finding a new home and changing your address. A move could affect your taxes, estate plan, healthcare coverage, insurance, residency status, and more.
Markets are reacting to the US-Israel war on Iran, with swings in stocks and oil prices. In our latest Advisor Commentary, Marc Bautis discusses how to navigate markets during uncertain times like these.
The escalation of military operations in the Middle East has introduced new uncertainty into global markets. Short-term swings can feel alarming – but history shows long-term plans endure.
Are you at risk of identity theft? Seniors are targeted more than ever, but anyone can fall victim. Take control with this comprehensive checklist.
Fewer jobs, quieter restaurants, delayed purchases… yet the S&P 500 keeps hitting record highs. Discover how interest rates, big tech companies, and investor behavior can drive markets even during slowdowns.
It's understandable to feel cautious when the stock market reaches new record highs — after all, no one wants to invest at the peak. But history offers a different perspective. Decades of market data reveal that investing at or near all-time highs has often resulted in strong long-term returns. Here’s what the numbers actually show…
The economy shrank 0.3% last quarter, triggering headlines about a looming recession. But a closer look at the GDP report shows surprising strength in business investment and consumer spending. Here's what it really means — and how to prepare for a recession just in case.
Renting out your home after moving may feel like a smart move — until tax time. Find out how the capital gains exclusion works and why timing matters more than you think.
