In the News
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a pattern, then this latest labor report may be pointing to a more consistent signal about the underlying strength of the U.S. economy. The August jobs report showed a continued slowdown in labor market momentum, with…
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…
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…
Q3 2025 Market Update: Government Shutdowns & All-time Highs
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major factors influencing performance year-to-date, and share our outlook as we move into the final quarter of 2025. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Q3…