Posts by Samantha Masey
The Direction of the Fed under Chairwoman Yellen
This week President Obama named Janet Yellen to be the next head of the Federal Reserve replacing Ben Bernacke who will step down from the post at the end of January after six years in the position. A milestone in the world of finance and economics, Ms. Yellen will be the first female to hold…
Read MoreWashington Driving the Market
We are once again in a situation where investors find themselves more concerned with what is occurring in Washington than what is occurring in the US economy. It started last week when the Federal Reserve decided to continue its bond buying to stimulate the economy instead of implementing its “tapering” program that it outlined in…
Read MoreWhen to use Active Management
After a steady rise in the markets lasting through the first half of the year, we have seen some more volatility and uncertainty since the Fed began their discussion of tapering their stimulus over the past few months. Mutual fund shops have increased their sales pitch during this time stating that in volatile markets an active manager…
Read More2013 Tax Planning
Having spent six years working within the Financial Services tax group at Ernst & Young, two of our biggest tax deadlines annually were September 15th and October 15th. September 15th was the deadline for all corporate and partnership extended tax returns to be filed with the IRS while October 15th was the extension deadline for…
Read MoreBouchey Financial Group has been included in Financial Advisor magazine’s ranking of RIAs for 2013.
Bouchey Financial Group was included in Financial Advisor magazine’s national ranking of Registered Investment Advisors (RIAs). This was the first year for Bouchey Financial Group to be included on the list and they were the only firm from the Albany Capital Region to be in the ranking. They were also ranked in the top quartile…
Read More2nd Quarter Update
Reacting to the Fed’s “Tapering” Decision Market Overview The beginning of the quarter continued the upward trend of the markets that we saw in the 1st quarter of 2013. With considerable cash on the sidelines, any dips in the equity markets during April and early May saw investors buying into the markets for fear of…
Read MoreDoes more risk assure higher returns?
A basic tenet of modern portfolio theory suggests that investors who take on greater risk can expect a higher return. Under this theory, to maximize your portfolio’s return, you need to accept more volatility. In the past few years there have been several studies completed that suggest a counter theory. These studies make the argument…
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