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Bautis Financial

Bautis Financial

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Marc Bautis

Robot Representing RoboAdvisor

3 Reasons Why Robots Won’t Replace Financial Advisors

October 12, 2018 by Marc Bautis

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from providing the essential qualities and services characteristic …

Read more3 Reasons Why Robots Won’t Replace Financial Advisors

Are You Getting the Best Return on Life You Possibly Can?

June 26, 2018 by Marc Bautis

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. We can diversify investments––always a good strategy––but we cannot control how the markets perform or how global events affect the markets. Just as meteorologists can …

Read moreAre You Getting the Best Return on Life You Possibly Can?

Budgeting In Retirement: Health Care Spending Projection

June 22, 2018 by Marc Bautis

When it comes to budgeting most think that it is a useful exercise for twenty and thirty year olds looking to get out of debt, or to improve their spending habits.  It’s good for everyone to have a spending plan, but essential for retirees looking to figure out how much income they are going to …

Read moreBudgeting In Retirement: Health Care Spending Projection
Elder Couple Meeting with a Female Financial Advisor

The Four Roles a Financial Advisor Plays

July 3, 2016 by Marc Bautis

Financial advisors do much more than managing investment portfolios. Discover four not-so-obvious roles that advisors take on to help clients.

Read moreThe Four Roles a Financial Advisor Plays
Couple Retirement Planning

6 Issues Impacting Retirement

June 19, 2012 by Marc Bautis

Let's uncover the most important — and most common — risks that can prevent you from having a successful retirement.

Read more6 Issues Impacting Retirement
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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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    • Agent of Wealth
    • Clear a Path
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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
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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