In the News
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…
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…
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…
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…
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
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…
One Big Beautiful Bill: Understanding the Key Tax Provisions for Individuals
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household. In this timely webinar, we’ll break down the key tax provisions of the recently passed One Big Beautiful Bill Act, from what’s been made permanent to what’s newly introduced, and how these changes could affect…