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Investing Strategies

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
Bautis FInancial Advisor Commentary

Bautis Financial Advisor Commentary: August 26, 2021

August 26, 2021 by Bautis Financial

The market is at a high, should you wait to invest? That, and more, in this week's advisor commentary.

Read moreBautis Financial Advisor Commentary: August 26, 2021
Raw Land Investing

Episode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky

August 25, 2021 by Bautis Financial

All you need to run a raw land investing business is a computer, internet connection and a cell phone. Discover how easy it is to get started.

Read moreEpisode 78 – How to Create Passive Income By Investing in Raw Land with Mark Podolsky
What is Factor Investing?

How Factor Investing Can Help Reduce Risk and Increase Return

August 20, 2021 by Marc Bautis

Discover why factor investing, a diversification strategy that minimizes risk and maximizes returns, may be a good fit for your investment needs.

Read moreHow Factor Investing Can Help Reduce Risk and Increase Return
What is Mortgage Note Investing?

What is Mortgage Note Investing? – Daily Flash Briefing

August 12, 2021 by Bautis Financial

In this clip from episode 77 of the Agent of Wealth Podcast, BeQuest Funds co-founder Martin Saenz explains the alternative investing strategy of mortgage notes.

Read moreWhat is Mortgage Note Investing? – Daily Flash Briefing
Mortgage Note Investing Real Estate Alternative Investing

Episode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz

August 11, 2021 by Bautis Financial

Considering an alternative investment? Learn how Martin Saenz created a real estate note investing fund that provides a steady stream of passive income at an annual preferred return.

Read moreEpisode 77 – How To Create Passive Income With Real Estate Note Investing with Martin Saenz
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Montclair, NJ 07042
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    • Business Valuation Advisor
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    • Orion

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