Episode 11 - Financial Workshops Part 2: Planning for College Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the
Agent of Wealth Podcast – Episode 10
Episode 10 - Financial Workshops Part 1: Maximizing Your Social Security 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
Life Insurance Planning Simplified
Addressing the need for life insurance is an important part of every financial plan. With proper planning we can make sure that the plans we set forth will not get derailed by an early death. The key and most important component of insurance planning is the death benefit or the amount of
Agent of Wealth Podcast – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can
Quarterly Market Commentary – 2018 Q4
Welcome to our quarterly market commentary video where we look at what happened with the markets in the fourth quarter of 2018 and what we can expect in the first quarter of 2019. https://youtu.be/yNEHVm9bPsM If you would like a pdf version of the commentary you can download it
Shift in Mindset – Part 2 – Climbing the Retirement Mountain
I think it’s safe to say that the most infamous mountain in the world to climb is Mount Everest. More than 280 people have lost their lives trying to make it through the clouds to its 29,029-foot summit. Some have made it their life long mission to navigate its dangerous terrain to hopefully get to
3 Reasons Why Robots Won’t Replace Financial Advisors
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an
8 Key Life Events that Require Financial Guidance
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. Graduating from College College