Bautis Financial Advisor Commentary: November 4, 2021
In this installment of Advisor Commentary, Marc Bautis discusses the market rebound in October, how supply chain issues could disrupt holiday shopping and the Rivian Automotive IPO.
Quarterly Commentary: 2021 Fourth Quarter
As we enter the final quarter of 2021, let's review the economic and market benchmarks and get into the details of several important topics, including forecasts for Q4, the update from Washington, D.C., tax changes and year-end planning to-dos.
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.