News & Insights

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News & Insights

from Bauer Heitzmann.

August 2025 Newsletter - The One Big Beautiful Bill Act (OBBBA)

4 Things To Do During a Market Downturn

May 2024 Newsletter

April 2024 Newsletter

Are Bonds Dead?

September 2023 Market Update/Estate Planning

August 2023 Update/Direct Indexing

2022 A Year of Volatility

The U.S. Federal Reserve, Russia/Ukraine conflict, and Inflation

We often speak to each of you about the dual mandate we have at Bauer Wealth, to protect assets to the best of our ability but also to position portfolios for growth and income

Socially Responsible Investments

Does Market Volatility have You Feeling Anxious?

Negative News? Don't Over-react!

Modern Portfolio Theory, the Prevalent Misnomer

The Return of Volatility

5 Reasons Why This is Not Your Father’s Financial Advisor

Powell's Pivot

Active, Passive or Hybrid Investing

Which One is best for You?

Impeachment or Noise?

Safeguarding the wealth of the most successful people on Earth.