Posts by Catherine Buck
Saratoga Chamber: Women in Business Holiday Social
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible Women in Business networking event hosted at the beautiful Dance Fire Studio and organized by the Saratoga Chamber. The evening was a perfect blend of inspiration, collaboration, and creativity. We’re so grateful to the amazing…
Read MoreYear-End Tax Planning: Key Steps to Take Before the Year Ends
Written by: Scott Strohecker, CFP®, EA Click here for our 2024 Year End Tax Planning Checklist As the year comes to a close, it is important to understand proactive tax planning for 2024, 2025, and beyond. While we expect the tax landscape to change in the upcoming year with the re-election of…
Read More2024 Year End Tax Planning
Play Video Click here for our 2024 Year End Tax Planning Checklist As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA. Topics include: Maximizing…
Read MoreA New Chapter for Crypto?
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin’s price, surpassing $76,000 following Donald Trump’s re-election, highlights how sensitive cryptocurrency markets are to political events. This price action reflects investors’ enthusiasm that Trump’s return to the White House could be favorable for crypto assets, largely due to his support for crypto-friendly policies and…
Read MoreA Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…
Read MoreNAPFA Fall 2024 National Conference
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie Buck, attended the conference to network with other Fee-Only advisors from across the country. They attended multiple day sessions encompassing a range of topics such as, Health Care Cost Planning; Advanced Estate and Trust Planning;…
Read MoreQ3 2024 Market and Economic Update
Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close, we’ll look back at what drove year-to-date market performance, economic factors currently in place and how that may impact the stock market during the last quarter of the year. Our discussion will be led by…
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