How Much Cash Should You Keep In the Bank?
Cash has its place in all financial plans, but how much cash should you keep in the bank? And what happens when the market is under-performing? Here’s the argument for holding cash, and against it.
7 Financial Planning Issues to Cover Before Marriage
Premarital financial planning can help a couple start off on the right foot. Whether it’s a first marriage or a subsequent union, make it a priority to discuss these seven issues before the big day.
Bautis Financial 4Q22 Market Commentary
2022 was an unpleasant one for stocks and bonds as stubbornly high inflation prompted the Federal Reserve to the fastest series of rate hikes since 1980. But 2022 finished out on a better note, with Q4 out-performing the first three quarters of the year.
The Pros and Cons of Adding Annuities to Your Portfolio
Annuities can offer fixed income for those in retirement, but as with all investments, you should weigh the pros and cons before deciding to purchase an annuity. Here are the benefits and drawbacks of this income-generating tool.
8 Key Life Events That Require Financial Guidance
These experiences and life events — some positive, some negative — might necessitate professional help from a financial advisor.
The Positive Side of Emotional Decision-Making
Rational investors make better decisions – or so the thinking goes. However, new studies show that rational thought and emotions are both necessary to cut through the details and focus on what’s important.
5 Reasons Why Recent College Graduates May Need a Financial Advisor
Financial advisors can offer valuable direction on these crucial planning topics for college students who have recently graduated.
How to Create A Financially Organized Life
Here’s how to get a jump-start on creating a system to organize your bills, statements, policies and other financial paperwork.