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Bautis Financial

Bautis Financial

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Videos

Remember THIS When Markets Turn Volatile

#1 Rule to Remember When Markets Turn Volatile

January 23, 2023 by Bautis Financial

Having trouble staying calm amid market volatility? Remembering this one essential piece of financial advice will pay off.

Read more#1 Rule to Remember When Markets Turn Volatile
CFA vs. CFP®: What's the Difference?

CFA vs. CFP®: What’s the Difference?

January 17, 2023 by Bautis Financial

Two of the most well known professional designations in the financial industry are CFP® and CFA. They can be confusing because they are so similar. Here’s a look at the difference.

Read moreCFA vs. CFP®: What’s the Difference?
4 Savings Tips For the New Year

4 Savings Tips For the New Year

January 3, 2023 by Bautis Financial

What are your savings goals for the New Year? Here are some tips to achieve them!

Read more4 Savings Tips For the New Year
How Saint Nicholas Became Santa Claus

How Saint Nicholas Became Santa Claus

December 20, 2022 by Bautis Financial

Santa Claus is known for spreading some serious Christmas cheer! Here's the origin story of the jolly, white-bearded man.

Read moreHow Saint Nicholas Became Santa Claus
Should I Contribute to My Roth 401k?

Financial Planning Checklist: Should I Contribute to My Roth 401k?

December 13, 2022 by Marc Bautis

This guide shows you the key differences between a Roth 401k and a Roth IRA, as well as the difference between a Roth 401k and traditional pre-tax 401k contributions, which will help you answer the question: Should I contribute to my Roth 401k?

Read moreFinancial Planning Checklist: Should I Contribute to My Roth 401k?
How to Keep Your Remote Team Effective

How to Keep Your Remote Team Effective

December 12, 2022 by Bautis Financial

These four tips can help your remote team be — and stay — more effective.

Read moreHow to Keep Your Remote Team Effective
How Learning a New Skill Online Can Help In Uncertain Times

How Learning a New Skill Online Can Help In Uncertain Times

December 5, 2022 by Bautis Financial

The holidays can mean a lot more free time for streaming TV shows. Try taking an online course instead! There are so many great (and entertaining) options.

Read moreHow Learning a New Skill Online Can Help In Uncertain Times
What Is a Fiduciary?

What Is a Fiduciary?

November 28, 2022 by Bautis Financial

The suitability requirement versus fiduciary duty... here's one of the considerations when finding a financial advisor.

Read moreWhat Is a Fiduciary?
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • Who We Work With
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    • 401k Plan Sponsors
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
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    • Orion

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