Posts by Samantha Masey
Smart Philanthropy: A Tale of Three Donors
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…
Read MoreRetire on Your Terms: Planning for Early Retirement
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…
Read MoreQ1 2024 Market Update
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 Off to a Strong Start We’re a quarter into the new year and the markets feel awfully similar to 2023, but for different reasons. We are seeing the stock market continuing to reach new highs with little volatility. For many…
Read MoreQ1 2024 Market and Economic Update
As the first quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: 1st Quarter Recap Economic Overview The Fed & Fixed Income Outlook Market Outlook & Expectations Watch the recording below…
Read MoreUnlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from customization to tax efficiency. Watch our recent webinar to learn more about: What is Direct Indexing Who Can Benefit Technology Enhanced Tax Loss Harvesting What Does This Look Like for You Recording available below! Play…
Read More2024 State of the Economy Recording
Watch the 2024 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 What’s Ahead for Bouchey Financial Group Our Economic Outlook Can the Soft Economic Landing of 2023 Continue? Our Market Outlook & Portfolio Perspectives Q&A You can watch…
Read MoreThe Numbers Behind a Home Bias
It’s been an up and down week in the markets, following a down week last week. The headlines continue to be driven by inflation news (good and bad), July jobs report last week (somewhere in the middle) and last week’s downgrade of U.S. debt from AAA to AA+ by Fitch (bad but not worrisome). What…
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