Posts by Samantha Masey
The Numbers Behind a Home Bias
It’s been an up and down week in the markets, following a down week last week. The headlines continue to be driven by inflation news (good and bad), July jobs report last week (somewhere in the middle) and last week’s downgrade of U.S. debt from AAA to AA+ by Fitch (bad but not worrisome). What…
Read MoreBeyond Rectangular Plastic: The Evolution of Credit Cards
Written by: Scott Strohecker, EA Credit cards can be found and used all over in today’s financial landscape. For decades, these rectangular pieces of plastic have empowered consumers with the ability to make purchases, access credit, and enjoy numerous benefits. However, as technology and consumer demands evolve, credit cards have evolved as well. In this…
Read MoreQ2 2023 Market Update Webinar: Riding the First Half Wave
Listen to the BFG investment team as they provide a look back at the markets from Q2 and discuss how it affects your portfolio performance. We will cover: First Half Markets Recap Stock Market Resiliency & Economic Strength The Interest Rate Rollercoaster What’s Needed to Sustain This Growth Hear from Ryan and Paolo in the recording…
Read MoreWebinar: Finance Tips for Women and Their Wealth
Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth. Nicole Gobel, CPA, CDFA®, Harmony Wagner, CFP® and Samantha Masey, CFP® review: Investments Tax Planning Risk Management Strategies Watch the presentation below. Play Video
Read More7 Financial Tips for New Parents
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…
Read MoreI Just Received an Inheritance, Now What?
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself with a significant sum of money or assets that can potentially impact your financial future. However, it is essential to approach these situations with careful consideration and thoughtful planning. Depending on what assets are inherited,…
Read MoreWebinar Recording: What’s Missing From Your Estate Plan?
Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner, CFP® and Scott Strohecker, EA review: Estate planning documents everyone should have When to consider more complex planning Lifetime strategies for leaving a legacy Download Your Estate Planning Checklists Here! Estate Planning Checklist Estate Planning…
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