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Marc Bautis

What to Consider After a Parent’s Death | Financial Planning Checklist

Financial Planning Checklist: What to Consider After a Parent’s Death

October 10, 2024 by Marc Bautis

Losing a parent is one of life’s toughest challenges, and handling their affairs can be daunting. To marshal the right help, we created a checklist to guide you through 26 of the most important tasks like managing expenses, settling the estate, and addressing insurance issues.

Read moreFinancial Planning Checklist: What to Consider After a Parent’s Death

Bautis Financial Advisor Commentary: September 27, 2024

September 27, 2024 by Marc Bautis

In this installment of advisor commentary, Marc Bautis analyzes the impact of the 0.5% interest rate reduction on markets, borrowing, and future growth prospects.

Read moreBautis Financial Advisor Commentary: September 27, 2024

Bautis Financial Advisor Commentary: September 12, 2024

September 12, 2024 by Marc Bautis

As investors eagerly await the Federal Reserve’s next move, let’s explore how recent volatility and economic signals are setting the stage for a pivotal decision that could reshape investment strategies.

Read moreBautis Financial Advisor Commentary: September 12, 2024
Why Stock Prices Don’t Always Rise on Strong Quarterly Earnings (and Vice Versa)

Why Stock Prices Don’t Always Rise on Strong Quarterly Earnings (and Vice Versa)

August 30, 2024 by Marc Bautis

Stock prices don’t always rise or fall in line with quarterly earnings reports. This article explores why future projections, analyst expectations, and market sentiment often play a more significant role in determining stock movements. Understand these dynamics to better navigate your investment strategy.

Read moreWhy Stock Prices Don’t Always Rise on Strong Quarterly Earnings (and Vice Versa)

Bautis Financial Advisor Commentary: August 22, 2024

August 22, 2024 by Marc Bautis

August has been marked by significant market fluctuations, from a sharp selloff to a strong recovery. Understanding the underlying factors and staying informed can help guide your investment strategy. Discover how to navigate these turbulent times effectively…

Read moreBautis Financial Advisor Commentary: August 22, 2024

Bautis Financial Advisor Commentary: July 25, 2024

July 25, 2024 by Marc Bautis

A lot has happened recently… Crowdstrike’s tech outage, President Biden’s election withdrawal, and a failed assassination attempt on former President Donald Trump. Let’s discuss how these developments impact the economic outlook, and what strategies investors can take.

Read moreBautis Financial Advisor Commentary: July 25, 2024
Essential Planning Issues to Consider When Getting Married

Financial Planning Checklist: Essential Planning Issues to Consider When Getting Married

June 26, 2024 by Marc Bautis

Preparing to tie the knot? Marriage is much more than just saying 'I do' – it’s about merging your financial lives for a secure future together. This comprehensive checklist includes 29 crucial planning issues every couple should consider when getting married.

Read moreFinancial Planning Checklist: Essential Planning Issues to Consider When Getting Married
Recent Retirement Numbers | Magic Ball | Magic Retirement Number

What Is The “Magic” Retirement Savings Number?

April 19, 2024 by Marc Bautis

New research has found the new “magic” number for a comfortable retirement in the United States. It may surprise you – as this “magic” number rises faster year-over-year than inflation.

Read moreWhat Is The “Magic” Retirement Savings Number?
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