Posts by Catherine Buck
Beating the Odds: Preserving Family Wealth through Generations
Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their “why” when it comes to building wealth. The motivation to work hard and save money throughout their careers is to set their children and grandchildren up for a better financial life than they may have experienced otherwise. Unfortunately,…
Read MoreQ3 2023 Market and Economic Update
As the third quarter has come to an end, our focus will be on what we’ve seen so far year-to-date and what economic factors may have the biggest impact on the markets as we close out the year. Our discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics…
Read MoreQ3 2023 Market Update
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It’s hard to believe that we’re already entering the 4th quarter of 2023. As I started writing my overview last week, I felt this may be a welcome sign as we rid ourselves of the volatility…
Read MoreNet Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…
Read MoreARC Gala 2023
Bouchey Financial Group attended the Arc of Rensselaer County’s Gala on September 21st at the Franklin Plaza in Troy. The Arc has held the strong belief that people with disabilities are capable and contributing members of society. The organization provides resources for employment, education, housing and much more for those with developmental disabilities to live…
Read MoreYour Investment Portfolio as your Small Business
Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful to frame the portfolio decisions from different perspectives. Commonly, individuals view their investment portfolio only in the context of the stock market, the economy, and the political environment. This perspective often causes individuals to make…
Read MoreAmerican Cancer Society: Coaches vs. Cancer
Our team members Vinnie, Ed, Scott, and Katie attended the American Cancer Society’s 2023 Coaches vs. Cancer “Basket Ball” at the Albany Capital Center. The team engaged with many people whose lives have been affected by cancer. Congratulations to the honorees at this year’s event: Coach Ed Cooley (Georgetown Basketball Men’s Head Coach); Steve Dagostino…
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