Posts by Samantha Masey
2026 State of the Economy Presentation
Watch the 2026 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Portfolio Positioning AI: The Intersection of the Economy, Markets and Beyond Advanced Planning Download the 2026 State of Economy Presentation Slides to follow along. Download…
Read MoreA Pattern Emerges in the U.S. Employment Market
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a pattern, then this latest labor report may be pointing to a more consistent signal about the underlying strength of the U.S. economy. The August jobs report showed a continued slowdown in labor market momentum, with…
Read MoreOne Big Beautiful Bill: Understanding the Key Tax Provisions for Individuals
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household. In this timely webinar, we’ll break down the key tax provisions of the recently passed One Big Beautiful Bill Act, from what’s been made permanent to what’s newly introduced, and how these changes could affect…
Read MoreQ2 2025 Market Update: From Tariff Uncertainty to New All-Time Highs
Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the impact of the Big Beautiful Bill, and provide our market outlook. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Market Update Economic Resilience Big Beautiful Bill…
Read MoreDemystifying RMDs: A Strategic Approach to Retirement Withdrawals
Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony Wagner break down what’s new—including updated start ages, inherited IRA changes, and planning strategies to consider. Whether you’re approaching RMD age or managing distributions for a loved one, this webinar will help you navigate the…
Read MoreAvoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing
Written by: John Millet, CPA As a lifelong New York Giants fan, I’ve always appreciated the career of Eli Manning. Not just for the two Super Bowl wins or the iconic moments, but for something less flashy: his steadiness. Eli was legendary for his durability, starting 210 consecutive games as quarterback for the New…
Read MoreReflections from Steven Bouchey in Rome: Honoring Pope Francis in Local & Global Interviews
Watch Steven Bouchey’s recent WNYT NewsChannel 13 interview on mourning Pope Francis just days before their scheduled meeting. A message from Steven Bouchey: This week, I had planned a very special trip to Rome for a private meeting with His Holiness, Pope Francis, and to attend Mass at the Vatican. While our scheduled meeting was…
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