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Bautis Financial

Bautis Financial

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Videos

The S&P 500 Index

5 Facts About the S&P 500 Index

June 27, 2022 by Bautis Financial

Did you know that, on average, 22 companies are replaced on the S&P every year? Here's four more facts about this measure of the US economy.

Read more5 Facts About the S&P 500 Index
Phased Retirement

Understanding the Phased Retirement Approach

June 21, 2022 by Bautis Financial

Does the bear market have you reconsidering your retirement date? Perhaps a "phased retirement" can ease your transition.

Read moreUnderstanding the Phased Retirement Approach
How to Deal With High Inflation

Financial Planning Checklist: How to Deal With High Inflation

June 16, 2022 by John Williams

Let’s shed some light on opportunities to improve your situation in the wake of high inflation.

Read moreFinancial Planning Checklist: How to Deal With High Inflation
The History of Juneteenth

The History of Juneteenth

June 13, 2022 by Bautis Financial

Juneteenth marks the independence of the last enslaved people after the end of the civil war. Watch this short video to learn more.

Read moreThe History of Juneteenth
May 2021 Jobs Report

May 2021 Jobs Report: U.S. Economy Adds 390,000 Jobs

June 6, 2022 by Bautis Financial

The May Jobs Report beats expectations and reveals an increase is average hourly earnings year over year.

Read moreMay 2021 Jobs Report: U.S. Economy Adds 390,000 Jobs
Person Filling up Gas at Gas Station, High Gas Prices

The Economic Impact of High Gas Prices

May 31, 2022 by Bautis Financial

Curious about how high gas prices impact the economy? Here are three things you may or may not have considered.

Read moreThe Economic Impact of High Gas Prices
Recession Concerns

What is a Recession?

May 23, 2022 by Bautis Financial

No one likes the "R word," but recessions are a normal part of the economic lifecycle.

Read moreWhat is a Recession?
Disability Insurance Checklist

Financial Planning Checklist: What to Consider When Purchasing Disability Insurance

May 18, 2022 by Marc Bautis

May is Disability Insurance Awareness Month. If you’re shopping around for disability insurance – or haven’t even considered it – this checklist helps make sure you’re properly protecting your income.

Read moreFinancial Planning Checklist: What to Consider When Purchasing Disability Insurance
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • Agent of Wealth
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  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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