Posts by Samantha Masey
Q1 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…
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…
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