Bautis Financial
Secure your Castle, Achieve your Dreams.
In January, 2009 I mailed out the postcard below offering to provide a second opinion on the investments in someone’s portfolio. The markets were in the middle of the crash of 2008 and 2009 and there was a lot of concern on when the downturn was going to stop and how much worse could things …
In the first half of 2018 we witnessed a flurry of economic activity. We saw everything from a return of volatility in the markets, trade tariffs, interest rate hikes, and enhanced geopolitical tensions. This video takes a look back at what’s occurred so far in 2018 and where the markets may be headed going forward.
Every year the Federal Reserve puts banks through a series of annual “stress tests” which gauge whether banks are healthy enough to keep lending through an economic meltdown and whether they can continue with their dividend payouts and share buyback plans. This is the eight consecutive year the Fed has executed the stress tests and …
When I think of someone doing something irrational I picture when my two year old son is tired, doesn’t get his way, or when we tell him he has to eat his vegetables. His reaction isthat he usually freaks out and does something like throw himself on the floor, hit or bite his sister and …
Just like balancing your car tires is maintenance that should be performed periodically, rebalancing your portfolio is a healthy activity that can be done to improve your investment returns. Rebalancing is the process of realigning the weightings of the investments in your portfolio of assets. We do this by periodically buying or selling assets in …
ETFs are all the rage right now in investing for good reason. They are tax efficient with low expenses and can be used to create almost any investing strategy imaginable. XLI is an example of an ETF that contains only stocks in the industrial sector. When you invest in XLI, you’re getting a small piece …
“What return can I expect? How much are the fees? How often will we meet?” These are often the questions that arise when you’re ready to have your money managed by a financial advisor. These are all simple questions to answer, however, the most important question you should ask yourself is this: Is this the right advisor …
Not many of us like to follow a set of rules, but for each component of our life we need to set some personal rules, or standards that can apply to our everyday obligations. If we don’t it’s like we are flying blind and that area of our life can quickly turn chaotic. For example …
