Posts by Samantha Masey
CEO Fill the Truck Event
Our team is a proud partner of CEO in Troy and took part in the CEO Fill the Truck event on Friday, May 12th. We were able to contribute bags of household products that will be distributed throughout the community. Featured in the photo from left to right are Mary O’Grady, Chief Financial Officer of…
Read MoreUnity House Golf Tournament
Our team had the opportunity to support Unity House of Troy at their annual Unity House Golf Tournament on Monday, May 8th. Unity House provides direct service and works toward social justice. They help individuals identify their strengths and needs, draw upon their abilities, and access community resources. Their mission is dedicated to enhancing the…
Read MoreAre I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…
Read MoreHow to Involve a Disengaged Spouse in Household Finances
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in the investment and financial planning discussions, and the other spouse is what we might consider “disengaged” from those topics. Even when one spouse does not seem interested in engaging in household financial matters, it is…
Read MoreWebinar Recording: Q1 2023 Market Update
Watch the BFG investment team as they provide a lookback at the markets from Q1 and discuss how it affects portfolio performance. We will cover: Q1 Market Recap The Fed & Interest Rate Volatility Bringing Banking Uncertainty into Focus Portfolio Thoughts and Outlook Download the presentation slides here Play Video
Read MoreQ1 2023 Market Update
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given the challenges the market faced in 2022 and continues to face in 2023, the first quarter was quite the start to the year. The word that comes to mind to describe the first three months…
Read MoreDouble H Ranch Golf Tournament
Steve and our team had the privilege of being a platinum sponsor at the recent Double H Ranch Golf Tournament. Our firm chooses to support Double H Ranch because of their mission to provide specialized programs and year-round support for children and their families dealing with life-threatening illnesses. Their purpose is to enrich their lives…
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