Tag Archives: portfolio management


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

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

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