Bautis Financial
Bautis Financial, LLC is a registered investment advisor established in 2008. We are located in Montclair, New Jersey, and are proud Fiduciaries.
06/08/2026
Real estate can be a powerful wealth-building tool — but it’s not automatically the right fit for every investor. Before buying an investment property, consider how it fits into your overall financial plan, risk tolerance, and liquidity needs:
Real Estate Investing 101: Should I Invest in Real Estate? – Bautis Financial Is real estate a good fit for your investment strategy? Explore the benefits, risks, and key considerations of adding property to your financial plan.
06/08/2026
Our May Monthly Market Wrap is here ⬇️
Markets rose across the board in May, with the S&P 500 rising 5.3% following its best month since November 2020 in April.
Emerging markets led the way, up 9.7% as all major indices posted returns of more than 2.9%.
Economic Highlights:
• Technology led by a wide margin, up 20% for the second straight month.
• The unemployment rate held steady at 4.3% and the economy added 115,000 jobs.
• The inflation rate increased by 0.5% to 3.8%, the highest reading since May 2023.
• Rates remain at 3.50–3.75% as the Fed enters Kevin Warsh’s tenure as Fed Chair.
• Major cryptocurrencies reversed course in May after two consecutive months of gains.
For a deeper look at May's market trends, read the full Monthly Market Wrap: https://bautisfinancial.com/monthly-market-wrap-may-2026/
For the last few years, cash has been unusually rewarding.
Now that interest rates have come down, investors face a new challenge: how do you earn more without taking unnecessary risk?
In this clip, Marc Bautis explains why today's environment requires a more thoughtful approach to cash management and what investors should be considering as yields continue to fall.
Listen to the full episode: https://bautisfinancial.com/episode-294-the-cash-pivot-what-to-do-as-yields-melt-away/
06/03/2026
For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations:
How to Structure Gifts and Transfers to Adult Children – Bautis Financial For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.
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Website
Address
8 Hillside Avenue, Suite LL1
Montclair, NJ
07042
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |