Posts by Samantha Masey

Written by Steven Bouchey    So far 2016 has been more volatile than normal and investing feels like a roller coaster ride, creating anxiety with most investors. The stock market has overcome everything from world wars, oil embargoes, presidential assassinations, terrorist attacks, technology bubbles, etc., and we feel the recent news on China’s slowing growth,…

Written by: Martin Shields   Yesterday, the payroll numbers for January were released and they provided a mixed bag of news.  For the month, a total of 150,000 jobs were added well below the monthly average of jobs added throughout last year and below the expected amount of 190,000.  The unemployment rate fell to 4.9%…

Written by: Steven Bouchey Oil, China & the Dollar – the Three Themes of 2015 Market Overview Throughout the year there were a number of headlines and data points that impacted the performance of the markets but for the most of the year the main drivers were the sharp decline in earnings in the energy…

Written by: Ryan Bouchey   I was scrolling through my Twitter feed yesterday afternoon (stock price notwithstanding, if you follow the right people it can be an excellent source of news and information), and I came across one of the best tweets to put this week into perspective. It was from Matthew Rose who is…

Written by: Ryan Bouchey As you may have heard or read by now, Congress passed their latest Bipartisan Budget Act of 2015 which had a few major implications to some popular social security claiming strategies. The two strategies that will be phased out are the popular “file and suspend” strategy as well as the “restricted…

Written by: Martin X. Shields Although it is better to be more strategic with your tax planning and start at the beginning of the year, there is still time to implement strategies to lower your tax liability for 2015. We have highlighted a few of them below. •If you have children or grandchildren, who are…

Written by: Ryan Bouchey As you probably know, our firm is a big proponent and user of ETFs, for a multitude of reasons. Over the past couple of years the popularity of ETFs has soared, driven by both institutional advisors as well as the everyday investor. But when it comes to choosing the right ETF,…