Posts by Samantha Masey
Webinar: Q2 2022 Market and Economic Overview
With the continuation of market volatility in the second quarter, the BFG team provides guidance on what to expect with the markets and the economy with the higher-than-expected inflation reading, the Federal Reserve raising interest rates, and the continued impacts from COVID-19 and the war in Ukraine. Listen to Steve, Marty, John, and Harmony as…
Read More7 Questions to Ask a Potential Financial Advisor
Written by: Samantha Masey, CFP® Choosing a financial advisor can be an intimidating process full of unfamiliar terminology, designations, compensation and more. This leaves many people unsure about where to begin their search. It is important to find a wealth advisor that you not only trust but who also suits your investment and financial planning…
Read More5 Personal Finance Strategies During High Inflation
Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May, the year-over-year inflation figures were 8.3% and 8.6% respectively, and with issues on both the supply and demand side of inflation, many people fear that inflation may persist through the summer months and perhaps even…
Read MoreWebinar: Financial Aid 101
Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness. Presenters include: John Millet, CPA – CFO & COO Paolo LaPietra, CFP®- Wealth Advisor and Portfolio Strategist Clem LaPietra – Guest Speaker – Executive Director of Student Loan Management at Monroe College Play Video
Read MoreWhat Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…
Read MoreWhy Is Planning Around Your Employee Stock Options So Important?
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…
Read MoreDon’t Put All Your Eggs in One Basket
Is the Saying True? Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner We’ve all heard this advice countless times throughout our lives from parents, trusted friends or our own internal voices attempting to keep us from experiencing failure. But what does not having all your eggs in one basket look like when…
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