Episode 11 - Financial Workshops Part 2: Planning for College Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the
5 Tips for When the Markets Get Rocky
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors can feel anxious and make decisions based on emotion that can hurt their pocket. This is a natural reaction when the markets are
Agent of Wealth Podcast – Episode 10
Episode 10 - Financial Workshops Part 1: Maximizing Your Social Security Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears
Life Insurance Planning Simplified
Addressing the need for life insurance is an important part of every financial plan. With proper planning we can make sure that the plans we set forth will not get derailed by an early death. The key and most important component of insurance planning is the death benefit or the amount of
Client Bill of Rights
CLIENT BILL OF RIGHTS Quality of Service You are entitled to a high level of proactive, courteous service from all associates at Bautis Financial Trusted Advisors You have the right to work with a trustworthy, dependable, independent wealth advisor focused on your journey to true
Agent of Wealth Podcast – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can