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Investing Strategies

4 Powerful Financial Resolutions for a Better Future

December 26, 2025 by Kyra Mackesy

What do you want to do more of in 2026? If improving your finances is a priority, these four game-changing financial resolutions could be your ticket to a year of financial victory.

Read more4 Powerful Financial Resolutions for a Better Future
Hedge Funds and Private Equity

Hedge Funds and Private Equity, Explained

January 31, 2025 by Kayla Waller, CFP®

Ever wondered how hedge funds and private equity firms achieve impressive returns? This quick guide demystifies these investment powerhouses by exploring their strategies, differences, and accessibility.

Read moreHedge Funds and Private Equity, Explained
Wealthier: The Investing Field Guide for Millennials

Episode 217 – Wealthier: The Investing Field Guide for Millennials With Daniel Solin

August 23, 2024 by Bautis Financial

Ready to take control of your financial future? Tune in to hear Daniel Solin explore key strategies millennials can take to tackle debt, make smart investments, and avoid costly mistakes.

Read moreEpisode 217 – Wealthier: The Investing Field Guide for Millennials With Daniel Solin
ESG Investing for Beginners

ESG Investing for Beginners

April 22, 2024 by Bautis Financial

Explore the benefits, challenges, and steps to get started on your journey towards a sustainable and socially responsible investment portfolio.

Read moreESG Investing for Beginners
What is Hedging, and How Does it Work?

What is Hedging, and How Does it Work?

November 9, 2023 by Bautis Financial

When successfully implemented, a hedge can help protect against losses. However, a hedge can also create losses, and potentially offset gains in the position, or portfolio, that it was intended to protect. Here’s what you need to know about hedging.

Read moreWhat is Hedging, and How Does it Work?
Investing During a Down Market: Reasons to Consider Dollar-Cost Averaging

Investing During a Down Market: Reasons to Consider Dollar-Cost Averaging

January 6, 2023 by John Williams

Investing when the stock market is volatile can be nerve-wracking, but remaining on the sidelines during an inflationary period can be just as risky. Learn how dollar-cost averaging can help you develop a disciplined approach to investing that lowers your stress level, as well as your costs.

Read moreInvesting During a Down Market: Reasons to Consider Dollar-Cost Averaging
Have You Considered Tax-Loss Harvesting?

Have You Considered Tax-Loss Harvesting?

December 1, 2022 by Marc Bautis

Tax-loss harvesting can be a savvy way to reduce your capital gains taxes, but here's why it needs to be coordinated with your overall financial plan.

Read moreHave You Considered Tax-Loss Harvesting?
3 Opportunities During a Bear Market

3 Opportunities During a Bear Market – Daily Flash Briefing

July 29, 2022 by Bautis Financial

Bear markets are frequently a time of missed opportunities and avoidable mistakes. Here are three to keep in mind.

Read more3 Opportunities During a Bear Market – Daily Flash Briefing
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Bautis Financial
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Suite LL1,
Montclair, NJ 07042
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  • 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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