Posts by Samantha Masey
Tax Day: Upcoming Deadlines To Be Aware Of
Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying “Nothing is certain except death and taxes.” While this seems to hold true, the first Federal income tax in the United States dates back to the Civil War. To help pay for the war, President Abraham Lincoln announced the new income tax during…
Read MoreUncertainty From The Fed & Recent Banking Woes
As part of the investment committee’s responsibility, our team is always tuned into the markets – whether during trading sessions or after hours reading, hoping to make sense of macro, micro, technical, fundamentals and everything in between. In the past two weeks this has intensified given what we saw in the banking sector with the…
Read More6 Strategies for Unused 529 Plan Funds
Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…
Read MoreBanking Focus From the Past Week
For the past week, we have seen increased concern over the health of the banking sector with the Federal Reserve stepping in to provide measures to support bank liquidity needs. For some, this felt a bit like the Global Financial Crisis from 15 years ago as the 16th largest U.S. bank (Silicon Valley Bank) failed in…
Read MoreWebinar Recording: How to Maximize Your Employer Stock Compensation
Watch our webinar recording for guidance on how to maximize your employer stock compensation and some tax considerations many people overlook! Presented by: Steven Bouchey, Nicole Gobel, and Vincenzo Testa Answered Questions: How can I optimize the timing of my stock awards? Should market volatility impact my decision on exercising awards? How do I minimize…
Read MoreInternational Women’s Day
A message from Steven Bouchey on International Women’s Day Helping women manage their wealth has always been near and dear to my heart, and I have built out my team to include some very dynamic and talented female professionals to help me fulfill this goal. I am committed to bringing more awareness so that women…
Read MoreThe Future of Electric Vehicles and Artificial Intelligence: The Effect on Economies
Written by: Vincenzo Testa, CPA, CFP® The shift from gas-powered vehicles to electric vehicles will be a revolutionary change in the world of transportation. We can compare this change to when we went from “horse and buggies” to the Ford Model T. The infrastructure needed to make this shift will create hundreds of thousands of…
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