Posts by Samantha Masey
Webinar Recording: Financial Planning Tips for Working Professionals
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management
Read MoreSix Steps to Create an Effective Estate Plan
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it can be overwhelming to think about, and everyone hopes it is not needed until many years in the future. The fact is that life is uncertain and if something were to happen, the difference between…
Read MoreHappy International Women’s Day
Today we are excited to celebrate International Women’s Day with our team, our families and our clients. Here at Bouchey Financial Group, we are dedicated to the advancement of women in all areas of their lives. We are proud the majority of our team members are female including half of our wealth advisors. Our team…
Read MoreBehavioral Finance and Its Impact on Investing
Starting my career in finance at the turn of the century, I have lived through some of the best and worst times in investing and witnessed the role emotions play in decision making. Investors have experienced several market crashes (dot-com bubble, financial crisis, COVID-19) as well as seeing the S&P 500 roughly triple in that…
Read MoreWebinar Recording: Making Sense of the Market
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine, historical market volatility, and economic data to help frame our investment strategy. Listen to Steven Bouchey, Jason Alonzo, and Paolo LaPietra discuss the market outlook and their thoughts on the recent volatility.
Read MoreUkraine People, War and Markets
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect markets around the world. First and foremost, my heart goes out to the good and innocent people of Ukraine who are being uprooted, hurt or worse because of this senseless act of war. I have…
Read MoreHome Office Tax Deductions: Is Working From Home Working for You?
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021 due to various Covid protocols. While remote work has continued to gain in popularity, there are also an array of costs associated with maintaining a home office. Are any of these expenses tax deductible? The…
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