News + Notes — Batista Management Group, LLC

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

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?