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Bautis Financial

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Marc Bautis

About Marc Bautis

Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: January 26, 2023

January 26, 2023 by Marc Bautis

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.

Read moreBautis Financial Advisor Commentary: January 26, 2023
Should I Contribute to My Roth 401k?

Financial Planning Checklist: Should I Contribute to My Roth 401k?

December 13, 2022 by Marc Bautis

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?

Read moreFinancial Planning Checklist: Should I Contribute to My Roth 401k?
Have You Considered Tax-Loss Harvesting?

Have You Considered Tax-Loss Harvesting?

December 1, 2022 by Marc Bautis

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.

Read moreHave You Considered Tax-Loss Harvesting?
3 Small Economic Wins

3 Small Economic Wins to Celebrate

November 9, 2022 by Marc Bautis

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.

Read more3 Small Economic Wins to Celebrate
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: October 21, 2022

October 20, 2022 by Marc Bautis

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.

Read moreBautis Financial Advisor Commentary: October 21, 2022
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: October 13, 2022

October 13, 2022 by Marc Bautis

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.

Read moreBautis Financial Advisor Commentary: October 13, 2022
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: September 28, 2022

September 28, 2022 by Marc Bautis

Has the summer rally finally come to an end? Will we see more volatility in the weeks to come? In this installment of Advisor Commentary, Marc Bautis explains what’s going on in the markets.

Read moreBautis Financial Advisor Commentary: September 28, 2022
Marc Bautis' Advisor Commentary

Bautis Financial Advisor Commentary: September 15, 2022

September 15, 2022 by Marc Bautis

In this installment of advisor commentary, Marc Bautis provides an in-depth summary of market movements in August.

Read moreBautis Financial Advisor Commentary: September 15, 2022
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
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    • 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
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    • Wealth Center
    • Orion

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