Posts by Samantha Masey
Should You Rebalance Your Investment Portfolio?
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions. This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…
Read MoreThe Power of Compounding Returns
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed quality time with family and friends reflecting on how fortunate I am to have every one of them in my life. My two daughters who are 9 and 7 years old respectively, have been carefully…
Read MoreWebinar Recording: Year-End Tax Planning & What to Expect for 2022
Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect for 2022. Learn about: Gifting Strategies Maximizing Retirement Contributions Potential Tax Changes in the Build Back Better Act Bouchey Financial Group is a fee-only, fiduciary, financial advisory firm with locations in Saratoga Springs & Troy,…
Read MoreWhat Is T.I.N.A. and Why Is It Important to Me?
Written by: Paolo LaPietra, CFP® Over the last few weeks, I’ve been discussing the relationship between the bond market and T.I.N.A with clients. Their initial facial expressions as they try to figure out who T.I.N.A is and what she has to do with the bond market are priceless. Before they start guessing, if it’s a…
Read More‘Twas the Last Month of the Year and Tax Planning Is Here
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and is filled with holiday distractions it is important not to forget year-end tax planning. In this article, I have provided some tips to help reduce your tax bill and potential changes to pay attention to…
Read MoreGood vs Bad Debt: Does Good Debt Exist?
Written by: Samantha Masey – Associate Wealth Advisor I recently had a conversation with someone who shared that his parents taught him that all debt is bad, and it has significantly influenced his financial decisions. Since becoming a financial planner I hear this sentiment more and more from clients, friends, and family. Many people believe…
Read MoreA Son Gone Too Soon
Ayshawn Davis was an 11-year-old boy who was tragically shot in Troy, NY. Steve, a community advocate, connected with the family to help guide them through something they weren’t prepared for. Steve was instrumental in getting the City of Troy to dedicate a tree in the park near where Ayshawn lost his life and secure…
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