When Is It Time to Hire a Financial Advisor?
Do you really need a financial advisor? It’s a great question to ask. The truth is: it’s not about how much money you have, it’s about how complex your financial life has become.
Before Labor Day, Complete These Six Financial Tasks
The end of summer is approaching, which means the final months of the year will be here before we know it. Before your schedule fills up with fall activities and year-end deadlines, take time to complete these six financial tasks.
Episode 240 – What It Means to Be a Fiduciary With John Williams
What does it really mean to work with a fiduciary advisor — and why does it matter? In this episode, Marc Bautis and John Williams break down the fiduciary standard, bust common myths, and explain how the right advisor can lead to successful outcomes.
Bautis Financial Advisor Commentary: A Year-End Client Message
As 2024 comes to a close, we’re taking a moment to reflect on a year filled with challenges, milestones, and moments that brought us together. Through it all, your trust has been our greatest honor.
How to Make the Most of a First Meeting With a Financial Advisor
When you're ready to take charge of your financial future, the first meeting with your financial advisor will pave the way for success. Here’s how to prepare for and execute the meeting in a way that makes the most of both of your time.
5 Reasons Why Couples May Need a Financial Advisor
From managing debt to planning for the future, a financial advisor can help couples achieve their life goals and strengthen their relationship in the process.
5 Reasons Why Business Owners May Need a Financial Advisor
Whether you’re a novice entrepreneur or a seasoned business owner, uncover invaluable insights into how a financial advisor can help you achieve your financial objectives and foster a flourishing business.
5 Mistakes to Avoid When Hiring a Financial Advisor
Ensure you’re hiring a financial advisor that fits your needs by avoiding these common mistakes.