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Bautis Financial

Bautis Financial

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Investment Ideas

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
Investing risk in the stock market

Episode 62 – The Year in Review and a Look Ahead

February 5, 2021 by Bautis Financial

In this episode, host Marc Bautis does a recap of 2020 and looks ahead to help prepare you for taxes, investments and your financial plan.

Read moreEpisode 62 – The Year in Review and a Look Ahead
What is Wide Moat Investment Strategy?

Wide Moat Investment Strategy – Daily Flash Briefing

October 21, 2020 by Bautis Financial

Let's dive into this investing strategy created by Morningstar and utilized by Warren Buffett.

Read moreWide Moat Investment Strategy – Daily Flash Briefing

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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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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