Bouchey Financial Group

Webinar Recording: Year-End Tax Planning & What to Expect for 2022

By Samantha Masey | December 15, 2021

Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect for 2022. Learn about: Gifting Strategies Maximizing Retirement Contributions Potential Tax Changes in the Build Back Better Act Bouchey Financial Group is a fee-only, fiduciary, financial advisory firm with locations in Saratoga Springs & Troy,…

Bouchey Financial Group

Q3 2021 – Quarterly Webinar Recording

By Samantha Masey | October 20, 2021

Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions about Q4.

Bouchey Financial Group

Cybersecurity Tips Webinar – Recording Available

By Samantha Masey | September 24, 2021

Join Steven Bouchey, Harmony Wagner, and Samantha Masey as we continue Cybersecurity Awareness Month by discussing practical ways you can protect yourself from cybercrime, as well as how Bouchey Financial Group protects our clients’ information. Please feel welcome to follow along with the presentation slides by clicking here: CyberSecurity Tips Slides Bouchey Financial Group has…

Bouchey Financial Group

2021 State of the Economy Presentation

By Samantha Masey | February 5, 2021

This past Wednesday, we had the pleasure of presenting our annual State of the Economy presentation via livestream from Universal Preservation Hall in Saratoga Springs. Steven Bouchey, Ryan Bouchey, and Marty Shields shared a recap of the markets and economy in 2020, and what we expect for 2021. Please visit the link below to view…