Advisor Commentary: September 15, 2022
In this installment of advisor commentary, Marc Bautis provides an in-depth summary of market movements in August.
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Financial Planning Checklist: What Issues Should I Consider When Harvesting Capital Losses?
With markets down so far this year, there's a spotlight on tax-loss harvesting. Here's an overview of what you should consider before employing this strategy, including the effect harvesting losses may have on your overall portfolio goals.
Financial Planning Checklist: Should I Pay Off My Mortgage?
Gain a more nuanced understanding of why and why not to consider paying off your mortgage.
Financial Planning Checklist: What to Consider During a Recession
Recession fears or not, discover how you can continue to strategically position your finances to weather the possible storm.
Bautis Financial Advisor Commentary: July 7, 2022
June was another difficult month for stocks and bonds. Here's a complete summary of the factors driving the markets, as well as key developments to note.
Bautis Financial Advisor Commentary: June 15, 2022
As a recession looms on the horizon, some investors are panicked and left wondering 'what should I do?' In this installment of Advisor Commentary, Marc Bautis shares what's driving the markets and has an important message for emotional investors.
Bautis Financial Advisor Commentary: June 3, 2022
Clarity on inflation and rate hikes can inject a more positive tone into investor sentiment.
Financial Planning Checklist: What to Consider When Purchasing Disability Insurance
May is Disability Insurance Awareness Month. If you’re shopping around for disability insurance – or haven’t even considered it – this checklist helps make sure you’re properly protecting your income.