Bouchey Blog
Written by: Catherine Buck, CFP® Introduction: We are all familiar with exchanging money using mobile payment services like PayPal, Zelle or Venmo. These money transferring services are managed by third parties that control every aspect of the transaction with the power to decline a transfer through transaction limits, charge a fee on…
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an advisor and CPA, I review my clients’ accounts to identify any opportunities for loss harvesting. However, we’ve had two great years in the markets, so thankfully, there haven’t been any losses to utilize in our…
Our team was recognized as one of the region’s Best Places to Work. This year’s theme was inspired by the whimsical world of Charlie and the Chocolate Factory, and just like Willy Wonka’s factory, we strive to create an environment full of creativity, fun, and endless opportunities for growth. A big thank you to everyone…
Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House (RMH). The group served baked chicken with pasta, broccoli, a build-your-own salad bar, and rolls, offering a comforting meal for those staying at the house. Each time our team volunteers, one of the RMH staff…
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…