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Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

10 Things CPAs Should Know About IRAs: Part 1 – Episode 24

August 15, 2019 By Marc

Episode 24 – 10 Things CPAs Should Know About IRAs Are you a CPA who has questions about individual retirement plans (IRAs)? Or maybe you just want to know more about IRAs to make sure you’re doing right for your own future. In part one of his new mini-series, Marc Bautis throws light on 10 […]

Can Dividends Lead to Financial Freedom? – Episode 23

August 7, 2019 By Marc

Episode 23 – Can Dividends Lead to Financial Freedom? Have you ever asked yourself, “What is a dividend?” or “Can a dividend really help me reach my financial goals?” If so, you’ll want to listen to this! In this information-rich episode, Marc Bautis dives deep into everything you need to know when planning for your […]

What Would You Do If There Was A Recession? – Episode 22

July 25, 2019 By Marc

Episode 22 – What Would You Do If There Was a Recession? The word “recession” is enough to make any economist shudder. But sometimes recessions happen and it’s important to be prepared. In this episode, Marc Bautis explains whether we should be worried about an impending recession and how to combat one if it does […]

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Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

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Marc Bautis Wealth Manager and Founder

Victoria Finlay Client Service Associate

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate