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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Wealth Management

Quarterly Commentary 2021 First Quarter

March 1, 2021 by Marc

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 …

Read moreQuarterly Commentary 2021 First Quarter

Episode 8 – Financial Advisor Confusion Part 6

October 22, 2020 by Marc

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 – …

Read moreEpisode 8 – Financial Advisor Confusion Part 6

Episode 7 – Financial Advisor Confusion Part 5

October 21, 2020 by Marc

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 …

Read moreEpisode 7 – Financial Advisor Confusion Part 5

Financial Advisor Confusion – Part 3 – Investments

October 17, 2020 by Marc

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.

Read moreFinancial Advisor Confusion – Part 3 – Investments

2019 Year End Planning Checklist

November 19, 2019 by Marc

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 …

Read more2019 Year End Planning Checklist

Wealth Center on your Mobile Device

September 18, 2019 by Marc

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.  …

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It's Never Too Early to Start Planning for College

Episode 11 – The Best Ways To Start Saving and Planning For College

February 21, 2019 by Marc

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 …

Read moreEpisode 11 – The Best Ways To Start Saving and Planning For College
Maximizing Social Security Benefits

Episode 10 – Maximizing Your Social Security Benefits

February 6, 2019 by Marc

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 …

Read moreEpisode 10 – Maximizing Your Social Security Benefits
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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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
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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