• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Blog

Stock Market Weekly Recap

Market Recap Week of 3/29/2021 Through 4/1/2021 – Daily Flash Briefing

April 5, 2021 by Bautis Financial

Listen to our weekly stock market recap, including a look at the week ahead.

Read moreMarket Recap Week of 3/29/2021 Through 4/1/2021 – Daily Flash Briefing
Kyra Mackesy

Kyra Mackesy Joins Bautis Financial

March 31, 2021 by Bautis Financial

Bautis Financial welcomes Mackesy to the full-time team.

Read moreKyra Mackesy Joins Bautis Financial
Alexa Daily Flash Briefing - Donor Advised Funds

Trending in Charitable Giving: Donor Advised Funds – Daily Flash Briefing

March 31, 2021 by Bautis Financial

In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly explains the philanthropic trend of donor advised funds.

Read moreTrending in Charitable Giving: Donor Advised Funds – Daily Flash Briefing
How to Make Your Money Last in Retirement

How to Make Your Money Last in Retirement

March 31, 2021 by Marc

How big you build your nest egg will impact how long your money lasts in retirement. Likely, you already know this. But other factors matter, too.

Read moreHow to Make Your Money Last in Retirement
What is a NFT?

What Is a Non-Fungible Token? Understanding NFTs

March 30, 2021 by Bautis Financial

Here's what investors should know.

Read moreWhat Is a Non-Fungible Token? Understanding NFTs
Key Financial Data for 2021

2021 Key Financial Data Card

March 29, 2021 by Bautis Financial

The 2021 Key Financial Data reference guide puts many important financial numbers right at your fingertips — in a simple graphic format.

Read more2021 Key Financial Data Card
Trader assessing the stock market.

Market Recap Week of 3/22/2021 Through 3/26/2021 – Daily Flash Briefing

March 29, 2021 by Bautis Financial

Listen to our weekly stock market recap, including a look at the week ahead.

Read moreMarket Recap Week of 3/22/2021 Through 3/26/2021 – Daily Flash Briefing
Shopping Tips for Saving Money

4 Tips for Smart Shopping – Daily Flash Briefing

March 26, 2021 by Bautis Financial

Smart shopping takes a little planning, product knowledge and some patience, but it doesn’t have to be hard. Once you get the hang of it you’ll be better off financially. You can find everything you want and need for a good deal if you’re willing to stick to a few smart shopper tips. Here are …

Read more4 Tips for Smart Shopping – Daily Flash Briefing
  • ← Previous
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Interim pages omitted …
  • Go to page 83
  • Next →

Sidebar

Recent Posts

  • 3 Important Things to Know About Cryptocurrency Before Investing – Daily Flash Briefing
  • Cryptocurrency 101: Understanding the Basics
  • Spring 2021 Key Planning and Investment Deadlines
  • IPO Investment: Can You Handle the Risk? – Daily Flash Briefing
  • How Much U.S. Currency is in Circulation?

Categories

  • Budgeting/Saving (10)
  • Business (8)
  • Clear a Path Podcast (3)
  • Daily Flash Briefing (1)
  • Education (13)
  • Estate Planning (4)
  • Finance News (112)
  • Flash Briefing Old (127)
  • Insurance (12)
  • Investments (64)
  • Learning Center (8)
  • Lifestyle (5)
  • Miscellaneous (55)
  • Personal Finance (52)
  • Politics (8)
  • Real Estate (7)
  • Retirement Planning (57)
  • Social Security and Medicare (18)
  • Taxes (24)
  • The Agent of Wealth Podcast (65)
  • Uncategorized (130)
  • Videos (43)
  • Wealth Management (32)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each month.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact


Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2021 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top