News + Notes — Batista Management Group, LLC

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

What’s So Special About 2% Inflation?

Jan 30

Jan 30 What’s So Special About 2% Inflation?

Curb Your Enthusiasm On Spending: The 'No-Spend Month' Challenge

Jan 15

Jan 15 Curb Your Enthusiasm On Spending: The 'No-Spend Month' Challenge

Turning the Page: Insights and Strategies for a Strong 2025

Dec 30

Dec 30 Turning the Page: Insights and Strategies for a Strong 2025

Black Ice: Navigating Risk and Opportunity Amid Market Turmoil

Dec 15

Dec 15 Black Ice: Navigating Risk and Opportunity Amid Market Turmoil

Portfolio Beta Explained: Balancing Risk and Return

Nov 30

Nov 30 Portfolio Beta Explained: Balancing Risk and Return

The Path of Least Resistance: Which Sectors Are Poised For Political Disruption?

Nov 15

Nov 15 The Path of Least Resistance: Which Sectors Are Poised For Political Disruption?

Government Money Management: Can Your Vote Tackle The Issue?

Oct 30

Oct 30 Government Money Management: Can Your Vote Tackle The Issue?

Breaking the Cycle: Financial Planners Aren’t Just for the wealthy— Here’s Why

Oct 15

Oct 15 Breaking the Cycle: Financial Planners Aren’t Just for the wealthy— Here’s Why

Retirement Planning

Why the Unrealized CGT Proposal Misses the Mark

Sep 30

Sep 30 Why the Unrealized CGT Proposal Misses the Mark

A Case for Life Insurance: What Happens If You Die Without It?

Sep 15

Sep 15 A Case for Life Insurance: What Happens If You Die Without It?

What could Rate Cuts Mean for Your Financial Strategy?

Aug 30

Aug 30 What could Rate Cuts Mean for Your Financial Strategy?

Navigating the New Economic Realities: From Homeownership to Wealth Building

Aug 15

Aug 15 Navigating the New Economic Realities: From Homeownership to Wealth Building

Tune-up Your Finances: Are You just another 'babe' at the mechanic?

Jul 30

Jul 30 Tune-up Your Finances: Are You just another 'babe' at the mechanic?

Navigating and Challenging The Entrenched Elite Power Structures

Jul 15

Jul 15 Navigating and Challenging The Entrenched Elite Power Structures

Weathering the Financial Storm: Should You Play It Safe or Take Bold Risks?

Jun 30

Jun 30 Weathering the Financial Storm: Should You Play It Safe or Take Bold Risks?