Posts by Samantha Masey
Holiday Season 2020
Covid took a lot out of all of us especially the months of 2020. Steve was determined to help make a difference in the community and here are some acts of kindness where Steve gave back. The tellers at his bank thought he was crazy for taking so much cash out but Steve wanted to…
Read More12 Days of Christmas Giving Back – Letter to Clients
Happy Hanukkah and Merry Christmas !!! 2020 has been a crazy year and rather than send a holiday card I decided to count down the “12 Days of Christmas” in my own way and share it with you. I promised myself to try and make a difference each day by giving back to our community somehow some way and I’m…
Read MoreEnd of Year Planning Checklist
It may be hard to believe, but we are nearing the end of 2020. The end of the year is an opportune time to evaluate your financial situation, review your risk management plan, and define action steps for any items that need to get done before year-end. To assist with this process, we have…
Read MoreLong-Term Care Webinar with Brian Johnson – Recording Available
Visit the link below to hear our latest webinar, a conversation on long-term care insurance with Brian Johnson of Advisors Insurance Brokers. Brian Johnson and Ryan Bouchey will discuss some common misconceptions about long-term care, hybrid policies, and other topics. Please feel welcome to follow along with the presentation slides by clicking here: Long-Term Care…
Read MoreMaking Sense of the Market
“The stock market is never obvious. It is designed to fool most of the people, most of the time.” Jesse Livermore As I write this, there is still not a declared winner in the 2020 election although it would appear that Joe Biden looks poised to secure the necessary 270 electoral votes. Regardless of the…
Read MoreElection Thoughts
Written by: Ryan Bouchey We’re less than a week away from what many consider the biggest election of our lifetime (aren’t they all?). I wanted to highlight some talking points we’ve been discussing with clients regarding two of the biggest concerns – the election and Covid. At this point, there is a lot of overlap…
Read MoreHow to Make Money
In the stock market, there are a variety of ways to make money. What’s interesting is that once an individual identifies as a certain type of investor, I’ve noticed that there seems to be a general tribe mentality of right and wrong ways to make money. Whether you are a high frequency day trader or…
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