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Investments

Investment Portfolio Review | Investor Reviewing Portfolio

Episode 152 – What to Consider When Reviewing Your Investments

April 21, 2023 by Bautis Financial

Regular investment reviews are a great opportunity for you to assess your progress toward your financial future, and ensure your portfolio hasn’t drifted away from the asset allocation that best matches your risk tolerance and time horizon.

Read moreEpisode 152 – What to Consider When Reviewing Your Investments
The Compelling Opportunity of Investing in Uranium

Episode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye

October 6, 2021 by Bautis Financial

Uranium, a fuel source for nuclear energy, helps power 20% of energy in the United States. What's more: It's considered a clean energy source, approved by many environmentalists. Discover investment opportunities for this alternative asset.

Read moreEpisode 81 – The Compelling Opportunity of Investing in Uranium with Scott Melbye
Fall 2021 Key Planning and Investment Deadlines

Fall 2021 Key Planning and Investment Deadlines

September 27, 2021 by Bautis Financial

Make note of these key dates for college planning, Medicare, taxes and other end-of-year financial deadlines.

Read moreFall 2021 Key Planning and Investment Deadlines
Raw Land Investing

What Is Raw Land Investing? – Daily Flash Briefing

August 27, 2021 by Bautis Financial

How does a 30 minute work week sound — crazy? Impossible? Unrealistic? Well, that's Mark Podolsky's reality. He's a raw land investor and a guest in episode 78 of The Agent of Wealth Podcast, where he shares how you can get started create passive income using his strategy.

Read moreWhat Is Raw Land Investing? – Daily Flash Briefing
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

Is Social Media A Trustworthy Source for Financial Advice?

August 10, 2021 by Bautis Financial

If you frequently find yourself going to social media for financial advice, here are four tips to better navigate the landscape.

Read moreIs Social Media A Trustworthy Source for Financial Advice?
Amazon Shares Dropped

Amazon Stock Sell-Off After Q2 Revenue Results Were Released – Daily Flash Briefing

July 30, 2021 by Bautis Financial

Shares of Amazon.com slid 7% today as investors digested disappointing Q2 results.

Read moreAmazon Stock Sell-Off After Q2 Revenue Results Were Released – Daily Flash Briefing
Bautis FInancial Advisor Commentary

Bautis Financial Advisor Commentary: July 23, 2021

July 23, 2021 by Bautis Financial

With inflation concerns at an all-time high, let's not forget the most important asset you can invest in: You. That, and more, in this week's Advisor Commentary.

Read moreBautis Financial Advisor Commentary: July 23, 2021
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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