401ks - Bautista Planning and Analytics, LLC - Registered Investment Advisor

14 Employee Benefits That You Might Need To Make A Decision About Soon

The Main Categories of Employee Benefits For most companies, they offer someone the chance to change some or all of their employee benefits in October and November, and they usually fall into three categories: Health Financial Protection Each company is different in what benefits they provide, and here is a general guideline on how to […]

How To Choose Between Active and Passive Funds

Back in 2013, I didn’t really like my job at the Pentagon and was looking to do something else that would be more fulfilling. Personal Finance has always been important to me, and I was good at allocating my 401k, so I started researching what it would take to become a financial advisor. I still had […]

Bautista Planning and Analytics, LLC (“BPA”) is a registered investment advisor offering advisory services in the States of Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BPA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BPA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.