Bautis Financial

09/03/2026

Moving out of state isn't just a change of address. It could mean changes to:

→ Taxes
→ Healthcare
→ Insurance
→ Estate planning
→ Residency status
→ Cash flow and state-specific benefits

Before you pack up, make sure you’ve considered the financial implications: https://bautisfinancial.com/what-to-consider-when-moving-states/

Download our Financial Planning Checklist:https://bautisfinancial.com/wp-content/uploads/2026/08/Moving-Out-of-State-Checklist_Bautis-Financial.pdf

09/03/2026

Our August Monthly Market Wrap is here ⬇️
Markets were positive across the board. The Nasdaq led, up 4%, and the S&P 500 gained 2.7%. All other major indices posted positive months.

Economic Highlights:
• The energy sector led, +7.4%. Utilities lagged, -4.8%. Consumer staples, real estate & industrials were all also negative.
• The unemployment rate ticked down to 4.1%. The economy unexpectedly lost 23,000 jobs.
• The inflation rate declined 0.1% to 3.3%, continuing to cool following the 3-year highs reached in May.
• Treasury yields moved higher across the front end of the curve. Bond funds increased as a result.

For a deeper look at August's market trends, read the full Monthly Market Wrap: https://bautisfinancial.com/monthly-market-wrap-august-2026/

09/03/2026

A $2 million retirement portfolio doesn't necessarily mean you'll have $2 million available to spend.

The tax treatment of your accounts and the timing of your withdrawals can affect how much of your retirement savings ultimately goes toward taxes.

That's why retirement planning and tax planning should go hand in hand:

Your retirement tax situation may look different than it does today. Learn how future tax brackets and withdrawal strategies can impact your retirement income.

09/02/2026

Every interaction someone has with your business shapes their perception of your brand.

Michael Maloney explains why branding goes far beyond your logo, colors, or tagline. From the quality of a postcard to the experience of opening an email, every touchpoint can either reinforce trust or weaken it.

The details aren't separate from the brand. They are the brand.

Listen in full: https://bautisfinancial.com/branding-that-drives-growth-michael-maloney-brand-force-5/

09/02/2026

You can’t control inflation, but you can account for it in your financial plan.

From setting goals in future dollars to maintaining diversification and regularly reviewing your spending, small planning decisions today can help you prepare for rising costs tomorrow.

Read more about protecting your purchasing power over time: https://bautisfinancial.com/how-inflation-impacts-purchasing-power-over-time/

09/01/2026

Filing taxes reports the past. Tax planning shapes the future. Discover how year-round decisions around income, investments, and retirement affect your tax picture: https://bautisfinancial.com/smart-tax-planning-is-a-year-round-process/

09/01/2026

Navigating market volatility hasn’t been easy — from inflation shocks and rate hikes to AI-driven rallies and geopolitical risks. But these moments offer valuable perspective for long-term investors.

Here are the key lessons from 2022 through early 2026: https://bautisfinancial.com/navigating-market-volatility-lessons-from-2022-through-early-2026/

09/01/2026

Market Recap: The S&P 500 edged up 0.5% last week as stronger-than-expected earnings from Salesforce and CrowdStrike helped lift technology stocks. The index is now up 3% for August and 13% for the year.

This week, investors will focus on the August jobs report alongside earnings from Broadcom, Dell, and other major companies: https://bautisfinancial.com/market-recap-week-of-8-24-2026-to-8-28-2026/

09/01/2026

A new episode of The Agent of Wealth is LIVE!

What if the biggest bottleneck in your business isn’t your marketing budget, but the subtle signal your brand is sending? Bad branding quietly erodes customer trust before you even make your pitch. Tune in as Brand Force 5 founder Michael Maloney breaks down how to fix hidden brand flaws and turn every customer touchpoint into a growth engine.

Listen: https://bautisfinancial.com/branding-that-drives-growth-michael-maloney-brand-force-5/
Leave a review of the show: https://bit.ly/3Kq0Osh

08/31/2026

More money doesn’t always make financial decisions easier. When you have an extra dollar to put toward your goals, there can be several competing priorities. The Money Stack offers a simple way to think through those decisions one layer at a time:

Find the next layer in your Money Stack.