• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • 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
bautis financial secure your castle achieve your dreams

Wealth Management

How Much Cash Should You Keep In the Bank?

How Much Cash Should You Keep In the Bank?

March 7, 2023 by Bautis Financial

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.

Read moreHow Much Cash Should You Keep In the Bank?
Financial Planning Before Marriage

7 Financial Planning Issues to Cover Before Marriage

February 21, 2023 by Bautis Financial

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.

Read more7 Financial Planning Issues to Cover Before Marriage
Bautis Financial 4Q22 Market Commentary

Bautis Financial 4Q22 Market Commentary

February 10, 2023 by Bautis Financial

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.

Read moreBautis Financial 4Q22 Market Commentary
The Pros and Cons of Adding Annuities to Your Portfolio

The Pros and Cons of Adding Annuities to Your Portfolio

February 3, 2023 by Bautis Financial

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.

Read moreThe Pros and Cons of Adding Annuities to Your Portfolio
8 Key Life Events that Require Financial Guidance

8 Key Life Events That Require Financial Guidance

February 3, 2023 by Bautis Financial

These experiences and life events — some positive, some negative — might necessitate professional help from a financial advisor.

Read more8 Key Life Events That Require Financial Guidance
Making a Decision | Decision-Making

The Positive Side of Emotional Decision-Making

January 27, 2023 by Bautis Financial

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.

Read moreThe Positive Side of Emotional Decision-Making
Reasons Why College Graduates May Need a Financial Advisor

5 Reasons Why Recent College Graduates May Need a Financial Advisor

January 12, 2023 by Kyra Mackesy

Financial advisors can offer valuable direction on these crucial planning topics for college students who have recently graduated.

Read more5 Reasons Why Recent College Graduates May Need a Financial Advisor
How to Create A Financially Organized Life

How to Create A Financially Organized Life

January 10, 2023 by Bautis Financial

Here’s how to get a jump-start on creating a system to organize your bills, statements, policies and other financial paperwork.

Read moreHow to Create A Financially Organized Life
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 9
  • Next →

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • 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

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top