Tag Archives: portfolio management

Episode 32 – Retirement Numbers That Every Single Person Needs to Know: Part 1

January 8, 2020Finance, Investing, Uncategorized, Wealth ManagementAgent of Wealth, Bautis Financial, Ecomony, Financial Planning, Marc Bautis, planning for college, portfolio management, saving, social securityagentofwealth

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Are you on track for your retirement? Knowing your numbers and understanding what they mean can help you make any adjustments that are needed for you to reach your retirement goals.

In this episode, Marc Bautis walks you through the important numbers and ratios that you should be aware of as you’re saving for retirement. This is a must-listen conversation that will teach you how to decode your credit score and become an organized saver and spender.

In this episode, you will learn:

The purpose of knowing your capital income ratio
How to understand your credit score
How your FICO report can affect your borrowing power
About AGI and how it ties to your tax bracket
And more!

Tune in to learn numbers and tips that can help you work towards a happy retirement.

Resources: Bautis Financial | Savings Goals by Age | Annual Credit Report

Episode 31 – Why We Use the Factor Investing Strategy

December 11, 2019Finance, Investing, Uncategorized, Wealth ManagementAgent of Wealth, Bautis Financial, Ecomony, factor-based investing, Financial Planning, Marc Bautis, portfolio management, savingagentofwealth

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Not so long ago, it was only the big institutions that had access to all the pertinent investing information, but nowadays even the small investment firms can say they are playing at the same level.

In this episode, Marc Bautis explains the history of investing and portfolio management along with how and why factor-based investing came to fruition. Looking at aspects such as quality, volatility, momentum, and size, Marc shares how he and his firm utilize the factor investing strategy to best help their clients.

In this episode you will learn:

An explanation of factor investing
Details about the four main factors used in factor investing
What to consider about each factor
How Bautis Financial uses this strategy to help their clients
And more!

Tune in now to get an inside look at factor investing trading.

Resources: Bautis Financial: (862) 205-5000