Posts by Samantha Masey
How 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…
Read MoreTax 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…
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