Posts by Julia McCabe
2025 Year End Tax Planning
Play Video Click here for our 2025 Year End Tax Planning Checklist As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®. Topics include:…
Read MoreThe AI Arms Race: Innovation or Overbuild
Written by: Paolo LaPietra, CFP® Every generation gets its defining investment story, and right now it is AI. Not the harmless “let’s ask ChatGPT” version, but the trillion-dollar, power guzzling, data center everywhere version that is reshaping the market. The numbers have reached a point where they barely feel real. Nvidia reached a five trillion-dollar…
Read MorePlanning with Purpose Seminar: Taking Control of Your Wealth in Uncertain Times
Last week, we were honored to host the “Planning with Purpose” seminar at Bouchey Financial Group in collaboration with Ryan Bouchey and Jim LeBrou (RLGC). We welcomed an engaged group of attendees who came ready to explore meaningful estate-, tax-, and financial-planning strategies for all stages of life. From the opening remarks through tactical break-out…
Read MoreNovember Market Insights: The Missing Jobs Report
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…
Read MoreWomen & Wealth Event: Her Legacy – Navigating Life’s Transitions
Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at the Dunes brought women together to learn, connect, and feel supported through every chapter ahead. Hosted on October 22nd, the event featured three expert panelists who shared guidance across key areas of financial planning: Harmony…
Read MorePrepare for the Changes from the One Big Beautiful Bill: What Can I Do?
Prepare for the Changes from the One Big Beautiful Bill: What Can I Do? Written by: Vincenzo G. Testa, CPA, CFP®, ECA The One Big Beautiful Bill (OBBB) takes effect in 2025 and brings some of the most significant tax changes in years. While much of the law aims to simplify taxes, the real…
Read MoreGiving Back: BFG Volunteers at the Ronald McDonald House
Team Bouchey recently spent the day volunteering at the Ronald McDonald House in Albany, preparing a fresh salad and pasta bar for families staying at the House. It was a meaningful opportunity for our team to come together and support an organization that provides comfort, care, and stability to families with children receiving medical treatment.…
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