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.
About Marc Bautis
Bautis Financial Advisor Commentary: February 9, 2023
In this installment of Advisor Commentary, Marc Bautis delivers a "State of the Economy."
Bautis Financial Advisor Commentary: January 26, 2023
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.
Financial Planning Checklist: Should I Contribute to My Roth 401k?
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?
Have You Considered Tax-Loss Harvesting?
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.
3 Small Economic Wins to Celebrate
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.
Bautis Financial Advisor Commentary: October 21, 2022
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.
Bautis Financial Advisor Commentary: October 13, 2022
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.