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Bautis Financial

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Behavioral Finance

Couple Investing in Innovation Without Chasing Hype

Investing in Innovation Without Chasing Hype

July 28, 2026 by Bautis Financial

Artificial intelligence may be today's biggest investment story, but history reminds us that every generation has its breakthrough technology. The challenge isn't identifying an exciting trend — it's building a portfolio that can benefit from innovation without chasing the latest hype.

Read moreInvesting in Innovation Without Chasing Hype
Geopolitical Risk, Market Volatility, and Your Financial Plan

Geopolitical Risk, Market Volatility, and Your Financial Plan

July 23, 2026 by Bautis Financial

Headlines can change in an afternoon. A financial plan is built to carry you through years of changing headlines.

Read moreGeopolitical Risk, Market Volatility, and Your Financial Plan

Risk Tolerance vs. Risk Capacity: What’s the Difference?

July 21, 2026 by Bautis Financial

You may be comfortable taking investment risk — but does your financial situation support it? Risk tolerance and risk capacity are two different concepts, and understanding both is key to building a long-term investment strategy.

Read moreRisk Tolerance vs. Risk Capacity: What’s the Difference?

Investing for Tomorrow, Not Yesterday

July 2, 2026 by Bautis Financial

It's natural to want to invest in whatever has been performing well. But successful investing isn't about chasing last year's returns — it's about staying committed to a strategy designed for the future.

Read moreInvesting for Tomorrow, Not Yesterday
5 Questions Every Investor Should Ask Before Jumping In

5 Questions Every Investor Should Ask Before Jumping In

June 23, 2026 by Bautis Financial

When headlines are everywhere, it's easy to confuse urgency with opportunity. Whether it's an IPO, a hot stock, or a private investment, asking the right questions can help you separate excitement from sound decision-making.

Read more5 Questions Every Investor Should Ask Before Jumping In
Short-Term Price Spikes, Long-Term Plans

Short-Term Price Spikes, Long-Term Plans

April 8, 2026 by Bautis Financial

Short-term price spikes can feel like a signal to act. But in many cases, they’re just noise – temporary, visible, and easy to overreact to. The better question: have the fundamentals of your financial plan changed?

Read moreShort-Term Price Spikes, Long-Term Plans
How to Automate Your Wealth

How to Automate Your Wealth

February 25, 2026 by Bautis Financial

Wealth building doesn’t require perfect timing. Learn how automation removes emotion, builds discipline, and accelerates long-term financial growth.

Read moreHow to Automate Your Wealth
Thinking About Money | Financial Therapy

Episode 246 – Financial Therapy: The Missing Piece in Retirement Planning With John Hankins

May 16, 2025 by Bautis Financial

Financial therapy emerged from a collaboration of professionals who recognized a major gap: the emotional side of money was being ignored. In this episode, Certified Financial Therapist John Hankins explains how it helps individuals uncover the beliefs, behaviors, and anxieties that shape their financial lives.

Read moreEpisode 246 – Financial Therapy: The Missing Piece in Retirement Planning With John Hankins
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Suite LL1,
Montclair, NJ 07042
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  • 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

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