• 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
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Is it Time For a Second Opinion On Your Portfolio Investments

September 18, 2018 by Marc Bautis

In January, 2009 I mailed out the postcard below offering to provide a second opinion on the investments in someone’s portfolio. The markets were in the middle of the crash of 2008 and 2009 and there was a lot of concern on when the downturn was going to stop and how much worse could things good.

Today, the markets are at or near all-time highs. I’m again offering to provide a second opinion on your investments. It’s just as important now, even with the markets at highs to see how exposed you are to the potential risks that are out there. We could see an escalation in trade tariffs, an increase in interest rates, or the end of a 9 year bull market. It does not mean that it makes sense to retreat to cash right now, but it is important to understand how much risk you currently have in your portfolio, how much risk you are comfortable with, and how much risk you should have to achieve your goals.

To get started on answering those risk questions please click on this link to use my free risk assessment tool.

Category: Investments
Previous Post:agent of wealth podcast - marc bautisEpisode 1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial
Next Post:Episode 2 – 6 Threats To Your Retirement And How to Combat Them6 Threats To Your Retirement and How to Combat Them

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

How to Save for Retirement Without a 401(k)

How to Save for Retirement Without a 401k

December 7, 2023 By John Williams

2023 Year in Review

2023 Year in Review

December 7, 2023 By Bautis Financial

Consumers Say Credit Card Debt is Their Biggest Threat to Building Wealth

Consumers Say Credit Card Debt is Their Biggest Threat to Building Wealth

December 6, 2023 By Bautis Financial

Bautis Financial Advisor Commentary: December 5, 2023

December 5, 2023 By Kayla Waller

Bitcoin Has Surpassed $41,000 for First Time Since April 2022

Bitcoin Has Surpassed $41,000 for First Time Since April 2022

December 5, 2023 By Bautis Financial

Blog Categories

  • Budgeting/Saving (37)
  • Business (55)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (38)
  • Estate Planning (19)
  • Finance News (695)
  • Insurance (30)
  • Investments (287)
  • Learning Center (26)
  • Lifestyle (55)
  • Miscellaneous (50)
  • Personal Finance (178)
  • Politics (23)
  • Real Estate (57)
  • Retirement Planning (109)
  • Social Security and Medicare (31)
  • Taxes (51)
  • The Agent of Wealth Podcast (182)
  • Uncategorized (109)
  • Videos (156)
  • Wealth Management (82)

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

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

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