Webinars/Videos
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 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
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…
Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close, we’ll look back at what drove year-to-date market performance, economic factors currently in place and how that may impact the stock market during the last quarter of the year. Our discussion will be led by…
Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John Millet and David Clarke will share insights, best practices, and the latest trends in digital security. Topics we will cover include: • Overview of Cybersecurity Risks…
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key lifestyle and financial factors that could influence this significant decision. Nicole Gobel and Scott Strohecker will also present an income tax case study, comparing New York to other popular retirement destinations. Learn more about: New…
Steven Bouchey Urges Caution During Stock Market Volatility
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