8 Key Life Events That Require Financial Guidance
These experiences and life events — some positive, some negative — might necessitate professional help from a financial advisor.
5 Reasons Why Recent College Graduates May Need a Financial Advisor
Financial advisors can offer valuable direction on these crucial planning topics for college students who have recently graduated.
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.
What Is a Fiduciary?
The suitability requirement versus fiduciary duty... here's one of the considerations when finding a financial advisor.
Why You Should Talk to Your Financial Advisor About Generational Planning
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.
5 Reasons Why New Parents May Need a Financial Advisor
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.
Do You Think You Need a Financial Advisor? Start Here
Find good financial management by asking these questions.
Bautis Financial Advisor Commentary: October 14, 2021
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.