Bautis Financial
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QUARTERLY UPDATE As the economy continues to slowly come back and we continue to see an increase in discretionary spending, we will maintain our strong position in the cyclical stocks that will benefit from a long term recovery. We will also recognize the need to reduce equity exposure to companies that have reached full value …
Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 – https://bit.ly/3m7bb8L Part 2 – https://bit.ly/2H9aZqi Part 3 – https://bit.ly/34ffKrr Part 4 – https://bit.ly/37oRMM6 Part 5 – …
Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe Here This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 – https://bit.ly/3m7bb8L Part 2 – https://bit.ly/2H9aZqi Part 3 – https://bit.ly/34ffKrr Part 4 – https://bit.ly/37oRMM6 Today I take a …
Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we can help you achieve your financial goals? Set up a free consultation today.
I’ve found that the two main reasons why people don’t make progress with achieving their financial goals are Time and Knowledge. We get bogged down by things at work and want to spend any free time with our families or doing things we enjoy. It can also be overwhelming to know where to start when …
Answers in the Palm of Your Hand With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. Here’s How to Get Started 1. Once you’ve completed the self-registration process for your Wealth Center, you will receive a Website Registration Confirmation email. …
This Podcast is the first part of a three part series on Education Planning Part I – Saving and Planning for CollegePart II – How to Cut the Cost of CollegePart III – Post College – How to Handle Your Student Loan Even the least financially savvy people know that saving for college is a …
Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears up common misconceptions along the way. In this episode, you will learn: How Social Security adjusts for …
