Posts by Samantha Masey
Demystifying 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 York…
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…
Read MoreQ1 2025 Market Update
Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines over the past few months—and for good reason. We often encourage clients to tune out the noise from headlines and media to focus on the long-term and what’s important. But in this case, the concern…
Read MoreSteven Bouchey Urges Caution During Stock Market Volatility
Watch Steven Bouchey’s recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are so important for investors. Play Video
Read More2025 State of the Economy Recording
Watch the 2025 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 Tax Policy Update Our Market Outlook & Portfolio Perspectives Q&A Download the 2025 State of Economy Presentation Slides to follow along. Download Slides Play Video
Read MoreRelocating in Retirement: Does It Make Sense to Leave New York?
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key lifestyle and financial factors that could influence this significant decision. Nicole Gobel and Scott Strohecker will also present an income tax case study, comparing New York to other popular retirement destinations. Learn more about: New…
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