Investing in Hedge Funds vs. Direct Investments
As portfolios grow, investors often look beyond traditional stocks and bonds for additional opportunities. That might mean investing in a hedge fund, purchasing a stake in a private company, buying...
View ArticleTax Planning vs. Tax Preparation: The Biggest Difference
Key Takeaways Tax preparation looks backward at what happened during the year, while tax planning looks ahead at opportunities and decisions that may affect your tax situation. Because many...
View ArticleCollege ROI: It’s Not Just About the Sticker Price
Key Takeaways The Princeton Review’s latest rankings highlight colleges that combine academics, affordability and career prospects. For families, the bigger lesson is to look beyond sticker price and...
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The Importance of Life Insurance in Your 50s (and Up)
Key Takeaways Life insurance can still play an important role after age 50, particularly if you have dependents, outstanding financial obligations, estate planning needs or a desire to leave a legacy....
View ArticleMarket Recap Week of 9/21/2026 to 9/25/2026
The S&P 500 index rose 1.2% last week, led by the technology and communication services sectors. This marked its first weekly gain since the seven days that ended on Sept. 4. With just a few...
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Episode 309 – The Tax Problems That Emerge When You Outgrow Basic Advice With...
Taxes can have a significant impact on long-term wealth, especially as income and financial complexity increase. Proactive planning can help identify opportunities to preserve more of what you earn....
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Gift Tax Explained: What It Is and How It Works
Disclaimer: The information provided in this article is for general informational purposes only and is not intended as legal, tax, or financial advice. Gift tax rules can be complex and may vary based...
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Financial Planning Checklist: What to Consider Regarding Your...
Key Takeaways Your employer-provided benefits can have a meaningful impact on your taxes, cash flow, insurance coverage, retirement savings, and long-term financial goals. This checklist can help you...
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What Role Should Gold Play in Your Portfolio?
Key Takeaways Gold can play a role in a diversified investment portfolio, but it doesn’t generate income and can be volatile. Before investing in gold, consider what role it would serve in your...
View ArticleMarket Recap Week of 9/14/2026 to 9/18/2026
The S&P 500 index slipped 0.1% last week as the market digested a quarter-point rate increase from the Federal Reserve. The market benchmark is down 0.5% for September but up 12% this year. The...
View ArticleWhen Inflation Becomes a Financial Planning Problem
Key Takeaways Inflation can affect your spending, investments and retirement income — but an economic headline doesn’t automatically mean your financial plan needs to change. The key is understanding...
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Financial Planning Checklist: Will My Social Security Benefits Be Reduced?
Claiming Social Security benefits can be one of the more complicated decisions you’ll make as you approach retirement. The age at which you claim, whether you continue working, your marital status,...
View ArticleWhat Comes Next After a Layoff?
Key Takeaways A layoff can create both immediate financial challenges and an opportunity to reconsider your next career move. Reviewing cash flow, benefits, retirement accounts and long-term goals can...
View ArticleThe Four Risks Every Retirement Plan Should Consider
When people think about retirement planning, they often focus on three questions: How much have I saved? How are my investments performing? Will my money last? Those are important questions, but they...
View ArticleMarket Recap Week of 9/8/2026 to 9/11/2026
The S&P 500 index slipped 0.8% last week, led to the downside by the health care and materials sectors. This is the index’s first weekly decline since the week ended Aug. 21. It’s now down 0.4%...
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Episode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance...
A life insurance policy is supposed to provide financial protection when a loved one dies. But what happens when the insurance company delays, denies, or disputes the claim? In this episode of The...
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How to Make the Most of College Visitations: Questions to Ask and Factors to...
This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions...
View ArticleDiscretionary vs. Non-Discretionary Spending: What’s the Difference?
When you look at your monthly expenses, not every dollar serves the same purpose. Some expenses are essential to maintaining your household and meeting your financial obligations. Others are choices...
View ArticleHow Often Should You Check Your Investment Portfolio?
With financial markets moving every day, it’s easy to feel like you should be checking your investment portfolio just as often. But for most long-term investors, constantly monitoring your accounts...
View ArticleMarket Recap Week of 8/31/2026 to 9/4/2026
The S&P 500 index edged up 0.1% last week as gainers led by the energy sector barely outweighed decliners guided by consumer discretionary stocks. On Monday of last week, the benchmark index...
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