Monthly Archives: January 2019

Episode 9 – Understanding Risk in Your Portfolio



Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade.

Are you wondering how much risk exposure you have in your portfolio?

Today, Marc Bautis explains how investors can incorporate enough risk in their portfolios to achieve their goals—while still feeling comfortable about their risk exposure.

In this episode, you will learn:

  • Why you can’t count on timing the markets
  • How Marc coaches his clients’ through their concerns about major drops in the market
  • About the tool that Marc uses to help clients determine the amount of risk they are comfortable with, and how he uses this tool to diversify their portfolios
  • Marc’s best piece of advice for 2019

Tune in now and gain clarity on your level of risk exposure!

Resources: Bautis Financial | Risk Tool


Episode 8 – This is How Successful People Achieve Big Goals



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A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above.

But many people don’t achieve their biggest goals. Why is that?

In this episode, Marc Bautis shares what successful people do differently to land their achievements.

In this episode you will learn:

  • The importance of setting SMART goals
  • How to set yourself up for success to achieve your goals
  • The importance of planning how you are going to achieve your goals
  • Why it’s important to not get caught up in the process of achieving your goals
  • How having accountability from another person might make the difference between achieving your goals or not
  • Why you should find a physical way to remind yourself of your goals

Tune in now as Marc shares successful people’s secrets to accomplishing their biggest goals!

Resources:  Bautis Financial