Every person and every family has different goals, whether that be retiring early, opening up a business, paying for their children’s college education, not running out of money during retirement and the list goes on. The one thing these goals all have in common is the question of whether or not
The War On Our Wallet
We all struggle to fight the urge to splurge and are constantly faced with the conflict of assessing wants vs needs. Advertising can be very persuasive and very damaging to our wallets. It’s important that you take a look at how much things really cost over time. The key is to spend wisely. We
Preparing for the Future
Preparing for the future is as much about identifying market trends and understanding your customer base as it is about knowing where you’ve been. Healthy growth requires experience and a fundamental understanding of the nuances of your business. It’s your baby, after all, and is a reflection of
Agent of Wealth Podcast – Episode 12
Episode 12 - Cutting College Costs — With Guest John Williams You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of the Agent of Wealth Podcast, Marc Bautis sits down with college planning expert John
Agent of Wealth Podcast – Episode 11
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
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