In the News

The Big Beautiful Breakdown: What’s In the New Tax Bill?

By Catherine Buck | July 21, 2025

      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the “One Big Beautiful Bill“ was signed into law, bringing with it the biggest changes to the U.S. tax code in nearly a decade. While the news coverage has focused on the politics, our priority is helping you understand what…

Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities

By Catherine Buck | June 30, 2025

  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief Wealth Advisor, Marty Shields, CFP®, was recently honored at the Ronald McDonald House Charities (RMHC) of the Capital Region annual dinner for his 9 years of board service with two of those as board chair. Marty…

Eli Manning

Avoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing

By Samantha Masey | April 29, 2025

Written by: John Millet, CPA As a lifelong New York Giants fan, I’ve always appreciated the career of Eli Manning. Not just for the two Super Bowl wins or the iconic moments, but for something less flashy: his steadiness. Eli was legendary for his durability, starting 210 consecutive games as quarterback for the New York…

Pope Francis

Reflections from Steven Bouchey in Rome: Honoring Pope Francis in Local & Global Interviews

By Samantha Masey | April 23, 2025

Watch Steven Bouchey’s recent WNYT NewsChannel 13 interview on mourning Pope Francis just days before their scheduled meeting. A message from Steven Bouchey: This week, I had planned a very special trip to Rome for a private meeting with His Holiness, Pope Francis, and to attend Mass at the Vatican. While our scheduled meeting was…

Steven Bouchey Interview

Steven Bouchey Urges Caution During Stock Market Volatility

By Samantha Masey | April 11, 2025

Watch Steven Bouchey’s recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are so important for investors. Play Video

The Albany Business Review’s “Best Places to Work 2024” Award Ceremony

By Catherine Buck | December 13, 2024

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…

Q1 2024 Market Update

By Samantha Masey | April 12, 2024

Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 Off to a Strong Start We’re a quarter into the new year and the markets feel awfully similar to 2023, but for different reasons. We are seeing the stock market continuing to reach new highs with little volatility. For many…