Fall 2021 Key Planning and Investment Deadlines
Make note of these key dates for college planning, Medicare, taxes and other end-of-year financial deadlines.
Build Back Better Plan: Details & Analysis – Daily Flash Briefing
Here are a couple of areas of President Biden's Build Back Better Plan that will impact people the most.
Bautis Financial Advisor Commentary: August 17, 2021
The United States has come far since the COVID-19 pandemic began, but what does the future hold? In this installment of Advisor Commentary, Marc Bautis addresses leading indicators to better understand the future of the economy.
Is Social Media A Trustworthy Source for Financial Advice? – Daily Flash Briefing
If you frequently find yourself going to social media for financial advice, here are four tips to better navigate the landscape.
Quarterly Commentary: 2021 Third Quarter
At the start of every quarter, our advisors write a financial and investment commentary. Here is the update for the third quarter of 2021.
Moderna (MRNA) Joins the S&P 500 Index – Daily Flash Briefing
Prior to the market open tomorrow, Moderna Inc. joins the S&P 500. Here's what you need to know about the stock.
Bautis Financial Advisor Commentary: July 15, 2021
In this week's advisor commentary, we take a look at trends in the economy and markets, student loan debt forgiveness, the increasing price of coffee beans and more.
Bautis Financial Advisor Commentary: July 1, 2021
Is investing in stocks the equivalent of corporate gambling? That's just one of the topics in this week's advisor commentary.