Webinars/Videos

Q2 2025 Market Update

Q2 2025 Market Update: From Tariff Uncertainty to New All-Time Highs

By Samantha Masey | July 17, 2025

Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the impact of the Big Beautiful Bill, and provide our market outlook. The discussion is led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics Include: Market Update Economic Resilience Big Beautiful Bill…

RMD webinar

Demystifying RMDs: A Strategic Approach to Retirement Withdrawals

By Samantha Masey | June 18, 2025

Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony Wagner break down what’s new-including updated start ages, inherited IRA changes, and planning strategies to consider. Whether you’re approaching RMD age or managing distributions for a loved one, this webinar will help you navigate the…

Navigating Uncertainty: Key Tariff and Market Updates

By Catherine Buck | May 14, 2025

Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and current economic data. The discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra.   Topics Include: Market Update Soft Data vs. Hard Data – What to focus on Tariff…

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

2025 State of the Economy Presentation

2025 State of the Economy Recording

By Samantha Masey | March 31, 2025

Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Tax Policy Update Our Market Outlook & Portfolio Perspectives Q&A Download the 2025 State of Economy Presentation Slides to follow along. Download Slides Play Video

2024 Year End Tax Planning

By Catherine Buck | November 21, 2024

Play Video Click here for our 2024 Year End Tax Planning Checklist   As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA.   Topics include: Maximizing…