News + Notes — Batista Management Group, LLC

With established strategic alliances we are able to offer our clients a list of specialized products and services.

Preparing for the Unexpected: Financial Resilience Amidst Market Uncertainty?

Jan 30

Jan 30 Preparing for the Unexpected: Financial Resilience Amidst Market Uncertainty?

Elevate Your Career: Tactics for Professional Growth

Jan 15

Jan 15 Elevate Your Career: Tactics for Professional Growth

Year-End Review: Embracing Growth and Navigating Setbacks of 2023

Dec 30

Dec 30 Year-End Review: Embracing Growth and Navigating Setbacks of 2023

Social Security Benefits: Should you factor in this benefit into your Retirement Plan?

Dec 15

Dec 15 Social Security Benefits: Should you factor in this benefit into your Retirement Plan?

Owning Individual Securities: Should You? And How Many?

Nov 30

Nov 30 Owning Individual Securities: Should You? And How Many?

The Investment Account: How does your account compare?

Nov 15

Nov 15 The Investment Account: How does your account compare?

Never Too Early To Plan Ahead

Oct 30

Oct 30 Never Too Early To Plan Ahead

REMINDER: The Maintenance Checklist For The Fall

Oct 15

Oct 15 REMINDER: The Maintenance Checklist For The Fall

Money Hacks: Quick Financial Tips To Keep More Of Your Money

Sep 30

Sep 30 Money Hacks: Quick Financial Tips To Keep More Of Your Money

OPINION: Should More Senators Follow Suit?

Sep 15

Sep 15 OPINION: Should More Senators Follow Suit?

Becoming a new client? Here's sample of a Financial Planner Questionnaire

Aug 11

Aug 11 Becoming a new client? Here's sample of a Financial Planner Questionnaire

10 Questions To Measure Your Financial Fitness

Jul 6

Jul 6 10 Questions To Measure Your Financial Fitness

The Waves of Retirement Investing: Is it time to Rebalance and Reallocate?

Jun 17

Jun 17 The Waves of Retirement Investing: Is it time to Rebalance and Reallocate?

Subscription Promotion

May 15

May 15 Subscription Promotion

Are You Saving Enough for Retirement?

May 8

May 8 Are You Saving Enough for Retirement?