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Bautis Financial

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Investing News

A Potentially Historic SpaceX IPO

A Potentially Historic SpaceX IPO

April 2, 2026 by Bautis Financial

SpaceX’s IPO has the potential to be more than just a record-breaking listing — it could mark a turning point in how next-generation infrastructure companies are funded, scaled, and brought to public markets.

Read moreA Potentially Historic SpaceX IPO

Retail Investors Gain Greater Access to Private Markets – But Not Without Risks

July 9, 2025 by Bautis Financial

Retail investors now have greater access to private markets through platforms like SoFi, EquityZen, and Robinhood. But as recent controversies show, the road to democratizing private equity is filled with regulatory and structural challenges.

Read moreRetail Investors Gain Greater Access to Private Markets – But Not Without Risks
Moderna Joins the S&P 500

Moderna (MRNA) Joins the S&P 500 Index – Daily Flash Briefing

July 20, 2021 by Bautis Financial

Prior to the market open tomorrow, Moderna Inc. joins the S&P 500. Here's what you need to know about the stock.

Read moreModerna (MRNA) Joins the S&P 500 Index – Daily Flash Briefing
Bautis FInancial Advisor Commentary

Bautis Financial Advisor Commentary: June 25, 2021

June 25, 2021 by Bautis Financial

Is the hot e-commerce company Shopify worth more than Apple? That's just one of the topics covered in this week's advisor commentary.

Read moreBautis Financial Advisor Commentary: June 25, 2021

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Bautis Financial
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Suite LL1,
Montclair, NJ 07042
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    • Agent of Wealth
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    • 401k Plan Sponsors
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    • Business Valuation Advisor
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