Posts by Samantha Masey
Webinar 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…Read More
American Cancer Society Gala of Hope
Bouchey Financial Group is a proud sponsor of the American Cancer Society. This past weekend we had the privilege of supporting the Gala of Hope. The event raised money for the cause, honored the Raymond Family with the Jeanne E. Walsh Beacon of Hope Award, and ended with some beautiful fireworks.Read More
A Turning Point for the Dollar?
Written by: Martin Shields, CFP®, AIF® For the past decade, the U.S. Dollar has experienced a sustained rally against other currencies with gains of almost 50% from its lows of 2011. These gains were propelled by the resilience of the U.S. economy, relatively high interest rates compared to other developed countries and a safe haven…Read More
Women & Wealth
The women on our team were able to take part in a women and wealth event this past week that provided an opportunity for networking and financial education. At Bouchey Financial Group, we understand the importance of inclusivity and take pride in empowering women through personal wealth management. We look forward to future events like…Read More
CEO Fill the Truck Event
Our team is a proud partner of CEO in Troy and took part in the CEO Fill the Truck event on Friday, May 12th. We were able to contribute bags of household products that will be distributed throughout the community. Featured in the photo from left to right are Mary O’Grady, Chief Financial Officer of…Read More
Unity House Golf Tournament
Our team had the opportunity to support Unity House of Troy at their annual Unity House Golf Tournament on Monday, May 8th. Unity House provides direct service and works toward social justice. They help individuals identify their strengths and needs, draw upon their abilities, and access community resources. Their mission is dedicated to enhancing the…Read More
Are I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…Read More