Bautis Financial Advisor Commentary: April 28, 2025
Feeling uneasy about the markets? You’re not alone — and history has some valuable lessons to offer. Find out what past downturns reveal about patience, recovery, and long-term investing.
Bautis Financial Advisor Commentary: April 17, 2025
Stocks are swinging. Bonds are behaving unusually. And investor anxiety is rising. In this installment of advisor commentary, Marc Bautis breaks down what’s happening beneath the surface – and how to keep your long-term plan on track.
Bautis Financial Advisor Commentary: March 28, 2025
Market swings have investors on edge. With inflation persisting, consumer spending slowing, and tariff uncertainty looming, what’s next for the economy? More importantly – how should you respond? Get the insights in this installment of advisor commentary.
Bautis Financial Advisor Commentary: March 14, 2025
Markets are down, recession fears are up, and headlines are screaming panic. But smart investors know the key to success is patience, not fear. Here’s how to navigate uncertainty wisely.
Financial Planning Checklist: What to Consider When You Get A Promotion Or Raise
Getting a promotion or raise is not just about celebrating the present, but also about planning for the future. From benefit changes to tax planning, let’s ensure that your newfound professional achievement becomes a springboard for prosperity.
Bautis Financial Advisor Commentary: A Year-End Client Message
As 2024 comes to a close, we’re taking a moment to reflect on a year filled with challenges, milestones, and moments that brought us together. Through it all, your trust has been our greatest honor.
Financial Planning Checklist: What To Consider At the Start of 2025
Looking to make a fresh start in 2025? This checklist covers all the items you should consider when completing a financial check-up.
Bautis Financial Advisor Commentary: October 11, 2024
In this installment of advisor commentary, Marc Bautis discusses the economic effects of Hurricanes Helene and Milton, exploring how natural disasters influence markets, supply chains, and long-term recovery. Stay informed and find out how to navigate these challenging times.