Bautis Financial Advisor Commentary: April 28, 2023
Fresh on people’s mind from the April 18th filing deadline, this edition of Advisor Commentary highlights a variety of articles on different tax topics.
Fresh on people’s mind from the April 18th filing deadline, this edition of Advisor Commentary highlights a variety of articles on different tax topics.
In this installment of Advisor Commentary, Marc Bautis delivers a "State of the Economy."
In this installment of Advisor Commentary, Marc Bautis shares what you should know about the labor market, progress on inflation, quarterly earnings, and tax filing season.
This guide shows you the key differences between a Roth 401k and a Roth IRA, as well as the difference between a Roth 401k and traditional pre-tax 401k contributions, which will help you answer the question: Should I contribute to my Roth 401k?
Tax-loss harvesting can be a savvy way to reduce your capital gains taxes, but here's why it needs to be coordinated with your overall financial plan.
While the overall economic picture looks uncertain, there are good moments and small wins along the way. Let's take a moment to appreciate them.
Market bottoms don't come with an all-clear signal, but missing the best days of the market can shockingly damage your portfolio's long-term growth. That, and more, in this installment of Advisor Commentary.
September was yet another difficult month for stocks and bonds. Concerns of a growing recession risk, persistent inflation and monetary tightening hit capital markets hard. It marked the worst month for US equities since March 2020.