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Bautis Financial

Bautis Financial

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Financial Advisor

8 Key Life Events that Require Financial Guidance

8 Key Life Events That Require Financial Guidance

February 3, 2023 by Bautis Financial

These experiences and life events — some positive, some negative — might necessitate professional help from a financial advisor.

Read more8 Key Life Events That Require Financial Guidance
Reasons Why College Graduates May Need a Financial Advisor

5 Reasons Why Recent College Graduates May Need a Financial Advisor

January 12, 2023 by Kyra Mackesy

Financial advisors can offer valuable direction on these crucial planning topics for college students who have recently graduated.

Read more5 Reasons Why Recent College Graduates May Need a Financial Advisor
5 Mistakes to Avoid When Hiring a Financial Advisor

5 Mistakes to Avoid When Hiring a Financial Advisor

December 15, 2022 by Bautis Financial

Ensure you’re hiring a financial advisor that fits your needs by avoiding these common mistakes.

Read more5 Mistakes to Avoid When Hiring a Financial Advisor
What Is a Fiduciary?

What Is a Fiduciary?

November 28, 2022 by Bautis Financial

The suitability requirement versus fiduciary duty... here's one of the considerations when finding a financial advisor.

Read moreWhat Is a Fiduciary?
Generational Planning

Why You Should Talk to Your Financial Advisor About Generational Planning

September 9, 2022 by Bautis Financial

When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.

Read moreWhy You Should Talk to Your Financial Advisor About Generational Planning
5 Reasons Why New Parents May Need a Financial Advisor

5 Reasons Why New Parents May Need a Financial Advisor

July 20, 2022 by Kyra Mackesy

Navigating your family’s finances while expecting is hard. While you may have an idea of how much a child costs, you likely have a slew of questions. Here’s how a financial advisor can step in to help – so you can focus on the little one.

Read more5 Reasons Why New Parents May Need a Financial Advisor
Do I Need a Financial Advisor

Do You Think You Need a Financial Advisor? Start Here

December 17, 2021 by John Williams

Find good financial management by asking these questions.

Read moreDo You Think You Need a Financial Advisor? Start Here
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: October 14, 2021

October 14, 2021 by Marc Bautis

Did you know that September is historically the worst month for stocks? Let's take a look at key index returns from last month and some key factors driving the market.

Read moreBautis Financial Advisor Commentary: October 14, 2021
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Montclair, NJ 07042
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  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
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    • Orion

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