Bouchey Blog
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible Women in Business networking event hosted at the beautiful Dance Fire Studio and organized by the Saratoga Chamber. The evening was a perfect blend of inspiration, collaboration, and creativity. We’re so grateful to the amazing…
Written by: Scott Strohecker, CFP®, EA Click here for our 2024 Year End Tax Planning Checklist As the year comes to a close, it is important to understand proactive tax planning for 2024, 2025, and beyond. While we expect the tax landscape to change in the upcoming year with the re-election of…
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin’s price, surpassing $76,000 following Donald Trump’s re-election, highlights how sensitive cryptocurrency markets are to political events. This price action reflects investors’ enthusiasm that Trump’s return to the White House could be favorable for crypto assets, largely due to his support for crypto-friendly policies and…
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie Buck, attended the conference to network with other Fee-Only advisors from across the country. They attended multiple day sessions encompassing a range of topics such as, Health Care Cost Planning; Advanced Estate and Trust Planning;…
Written by Vincenzo G. Testa, CPA, CFP®, ECA The Tax Cuts and Jobs Act was passed in 2017. It revamped the United States Tax Code and brought significant tax breaks to both individuals and businesses. However, many of its provisions are set to expire at the end of 2025. If the TCJA is not…
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Q3 2024 Market Update As we enter the 4th quarter, it’s still somewhat amazing to me the strength we continue to see in the current market landscape. It’s been roughly two years since every economist out there had predicted in impending recession,…
A Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…