Do I Need Life Insurance? 3 Variables to Consider
Life insurance is an income replacement plan, meant to help cushion the blow of a person's death. Here's three key questions to ask yourself when determining if life insurance is worth getting.
About Marc Bautis
Fed Tapering: What Is It, and Should Investors Prepare for a Taper Tantrum Part 2?
The Fed is likely to start tapering asset purchases in November. Could this action cause a correction or economic slowdown?
How Factor Investing Can Help Reduce Risk and Increase Return
Discover why factor investing, a diversification strategy that minimizes risk and maximizes returns, may be a good fit for your investment needs.
What Documents to Keep On File, and How Long to Retain Them
This downloadable outlines what tax, healthcare, legal and asset documents you should keep on file.
Is The Sky Actually Falling?
There's a lot going on in the world right now. I thought I’d be writing about the $3.5 trillion budget deal, or what to do with child tax credits that may be heading your way. But, then, global markets jolted earlier this week on fears of new COVID-19 viral variants. Is the sky actually falling? Could we see a big correction?
What You Need to Know About Finance and Investing
Follow these five financial principles to ensure a successful future — and avoid some of the biggest investment mistakes.
How to Avoid Emotional Investing Mistakes
These biases — action bias, recency effect and confirmation bias — lead to poor investment decisions and can effect your long-term financial plan. Discover how to avoid them.
Chasing Fall Colors
Fall is here, it’s time to chase the season’s changing colors… On the West Coast, head to California’s Napa Valley. Climb aboard the Napa Wine Train and watch the color show put on by the vineyards. In the Rocky Mountain region head to the Grand Tetons and enjoy nature while it shows off its true …