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Bautis Financial

Bautis Financial

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Daily Update

Episode 5 – The Chicken Before the Egg

October 19, 2020 by John Williams

Join me daily for the latest in financial planning, physical wellness, current events and more. Sunday’s are for health and wellness. Every Sunday we will bring you a new topic with health and wellness in mind. Today I talk about how so many of us lead with solutions before even decide what problems we are …

Read moreEpisode 5 – The Chicken Before the Egg
Daily Update

Comeback Saturday

October 18, 2020 by John Williams

Today I’m gonna take a break from the financial chatter for Comeback Saturday. Every Saturday I will be sharing some great comeback stories or stories about people who overcame massive amounts of adversity to achieve great things. Today I talk about David Goggins. The guy is amazing and the story of his life makes him …

Read moreComeback Saturday
Daily Update

Financial Advisor Confusion – Part 3 – Investments

October 17, 2020 by John Williams

Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we can help you achieve your financial goals? Set up a free consultation today.

Read moreFinancial Advisor Confusion – Part 3 – Investments

Common Mistakes Made When Choosing Your 401k Allocation – Daily Flash Briefing

October 16, 2020 by Bautis Financial

Get instructions on how to enable our Flash News Briefing skill to your Amazon devices:

Read moreCommon Mistakes Made When Choosing Your 401k Allocation – Daily Flash Briefing
Daily Update

Financial Advisor Confusion – Part 2 – Insurance

October 16, 2020 by John Williams

Today we pick up where we left off yesterday and start to lay out the different types of products and services in the industry and the types of compensation structure you should expect to be involved. We are starting with insurance and the different aspects of how financial professionals are compensated when selling these products.

Read moreFinancial Advisor Confusion – Part 2 – Insurance
Daily Update

Financial Advisor Confusion – Part 1 – Fees and Commissions

October 14, 2020 by John Williams

There is so much confusion when it comes to the financial services industry. Fiduciaries, suitability, commissions, fees… My biggest fear is the confusion will scare people away from getting the advice they deserve. Let’s try to clear things up. Today I’m going to start off with talking about the different compensation structures in our industry. …

Read moreFinancial Advisor Confusion – Part 1 – Fees and Commissions
What Is An Economic Stimulus Anyway?

What Is An Economic Stimulus Anyway?

October 12, 2020 by Bautis Financial

With all of the chatter about COVID-19 economic relief packages, let's take a deeper look into what an economic stimulus is.

Read moreWhat Is An Economic Stimulus Anyway?

Free Personal Q&A Session – Daily Flash Briefing

October 7, 2020 by Bautis Financial

Get instructions on how to enable our Flash News Briefing skill to your Amazon devices:

Read moreFree Personal Q&A Session – Daily Flash Briefing
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Recent Posts

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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