by Stephen Heitzmann | Aug 1, 2023 | Uncategorized
Dear clients and friends, We hope each of you is enjoying the summer months and a more stable market environment. As we progress further into the second half of the year we wanted to provide a quick update on the markets as well as introduce a concept called...
by Stephen Heitzmann | May 17, 2022 | Uncategorized
Dear Clients, We hope these comments find you healthy and well and provide some explanation of the current market conditions and what we are doing to navigate these rapidly evolving dislocations. After the stock markets rallied back about 8% in March after the initial...
by Stephen Heitzmann | Mar 7, 2022 | Bauer Wealth News
Dear Clients and Friends of Bauer Wealth, Hello and happy March! It’s hard to believe we are already approaching the end of the first quarter of the new year. Spring is in the air. We often speak to each of you about the dual mandate we have at Bauer...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Financial Planning
You’re out of college and working for a few years now and finally got a few bucks to invest. But you’re not sure where to go for advice. You know that your father has a financial advisor – the kind that sits behind a big desk in a fancy office that instantly makes you...
by Stephen Heitzmann | Oct 12, 2019 | Financial Advising, Investing Types, Robo Investing, Wealth Management
Passive, active or hybrid investing?Manage risk vs. simple rebalancingLow cost AND value Today, passive investing has become so commonplace that many startup investment firms are basing their entire business model solely on this approach. However, at Altruistic...
