Bouchey Blog
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…
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;…
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…