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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

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Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: September 2, 2021

September 2, 2021 by Bautis Financial

Reports released this week show estimates that the Social Security Trust Fund will be unable to pay full benefits beginning in 2034. That, and more, in this week's advisor commentary.

Read moreBautis Financial Advisor Commentary: September 2, 2021
Bautis FInancial Advisor Commentary

Bautis Financial Advisor Commentary: May 27, 2021

May 27, 2021 by Bautis Financial

Enjoy the most recent installment of our Advisor Commentary.

Read moreBautis Financial Advisor Commentary: May 27, 2021
Top Tip for Determining if an IPO is a Good Investment

Top Tip for Determining if an IPO is a Good Investment – Daily Flash Briefing

April 9, 2021 by Bautis Financial

Wealth Advisor Marc Bautis outlines the top tip for determining if you should invest in a new initial public offering (IPO).

Read moreTop Tip for Determining if an IPO is a Good Investment – Daily Flash Briefing
Should You Invest In the Latest IPO?

Episode 65 – Should You Invest In the Latest IPO? with John Williams

April 8, 2021 by Bautis Financial

Last year was a record year for IPOs, with trends tracking into 2021. But the question remains, is the latest IPO a good, long-term investment?

Read moreEpisode 65 – Should You Invest In the Latest IPO? with John Williams
The DoorDash IPO

DoorDash Leads a Big IPO Week – Daily Flash Briefing

December 9, 2020 by Bautis Financial

This week, DoorDash will go public as a mega IPO. Let's take a look at this success story, which began in 2013.

Read moreDoorDash Leads a Big IPO Week – Daily Flash Briefing

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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