Posts by Samantha Masey
Webinar: Q3 2022 Market and Economic Update
The BFG Investment Team will share our market and economic outlook as we enter the fourth quarter with elevated inflation levels, continued interest rate hikes from the Federal Reserve, and the upcoming release of Q3 earnings data. Join Steve, Ryan, and Paolo as they discuss these important topics. Play Video
Read MoreQ3 Market and Economic Update
What a summer we enjoyed and here we are with foliage showing brilliant colors before the leaves start to fall, no pun intended. Before we know it, Thanksgiving will be here, and then the holiday season. Have you had your fill of pumpkin spice this and that yet? This is supposed to be our quarterly…
Read MoreIs a Roth IRA Conversion Right for You?
What are the factors you must determine when deciding on a Roth conversion? Written by: Ryan Bouchey, CFP®, CPA Like many personal finance decisions, there are typically “gray” areas when choosing between two options. We can forecast many scenarios in any planning engagement, but as we all know, life can throw plenty of curveballs. Because…
Read MoreToday’s Inflation, The FED & Market Recap
Written by: Paolo LaPietra, CFP® Whether you have been listening to the news or talking with friends and family, inflation has found it’s way into the conversation. It makes sense, inflation affects so many aspects of our lives. While stopping at the gas pump, shopping in the grocery store, or in the market for a…
Read MoreWebinar: How To Plan Your Retirement Withdrawal Strategy
You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…
Read MoreSink or Swim – How the Sunk Cost Fallacy Could Be Affecting Your Investment Decisions
Written by: Harmony Wagner, CFP® In the age of technology, good investing principles are widely available to even the most novice investor. Anyone has access to information about how to succeed in the markets and avoid potential pitfalls, so one might expect people to behave with near perfect rationality in their investment decisions. However, investors…
Read MoreStudent Debt Relief Plan Made Simple
Written by: Samantha Masey – Associate Wealth Advisor Article published in The Saratogian As expected, on Wednesday, August 24, 2022, President Joe Biden moved forward with his promise of partial student loan forgiveness. The Biden administration provided a three-part plan that includes $10,000-$20,000 of student loan forgiveness for low to middle income borrowers. In recent…
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