Webinars/Videos

Webinar: Bouchey Client Portal Tutorial

By Catherine Buck | August 16, 2023

We pride ourselves on providing educational opportunities for our clients. This month’s webinar, hosted by Samantha and Katie, is a tailored walk-through of the Bouchey Client Portal to show you how to navigate and process all of the available information. We will cover: The Portal Dashboard Asset Allocation Account Performance Capital Flows Holdings Available Reports…

Q2 2023 Webinar

Q2 2023 Market Update Webinar: Riding the First Half Wave

By Samantha Masey | July 13, 2023

Listen to the BFG investment team as they provide a look back at the markets from Q2 and discuss how it affects your portfolio performance. We will cover: First Half Markets Recap Stock Market Resiliency & Economic Strength The Interest Rate Rollercoaster What’s Needed to Sustain This Growth Hear from Ryan and Paolo in the recording…

Finance Tips for Women

Webinar: Finance Tips for Women and Their Wealth

By Samantha Masey | June 28, 2023

Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth. Nicole Gobel, CPA, CDFA®, Harmony Wagner, CFP® and Samantha Masey, CFP® review: Investments Tax Planning Risk Management Strategies Watch the presentation below. Play Video

Bouchey Financial Group

Webinar Recording: What’s Missing From Your Estate Plan?

By Samantha Masey | May 24, 2023

Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner, CFP® and Scott Strohecker, EA review: Estate planning documents everyone should have When to consider more complex planning Lifetime strategies for leaving a legacy Download Your Estate Planning Checklists Here! Estate Planning Checklist Estate Planning…

Q1 2023 Market Update

Webinar Recording: Q1 2023 Market Update

By Samantha Masey | April 12, 2023

Watch the BFG investment team as they provide a lookback at the markets from Q1 and discuss how it affects portfolio performance. We will cover: Q1 Market Recap The Fed & Interest Rate Volatility Bringing Banking Uncertainty into Focus Portfolio Thoughts and Outlook Download the presentation slides here

stock compensation webinar

Webinar Recording: How to Maximize Your Employer Stock Compensation

By Samantha Masey | March 8, 2023

Watch our webinar recording for guidance on how to maximize your employer stock compensation and some tax considerations many people overlook! Presented by: Steven Bouchey, Nicole Gobel, and Vincenzo Testa Answered Questions: How can I optimize the timing of my stock awards? Should market volatility impact my decision on exercising awards? How do I minimize…

2023 SOE

2023 State of the Economy Recording

By Samantha Masey | January 30, 2023

Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…