Webinars/Videos
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine, historical market volatility, and economic data to help frame our investment strategy. Listen to Steven Bouchey, Jason Alonzo, and Paolo LaPietra discuss the market outlook and their thoughts on the recent volatility.
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,…
Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions about Q4.
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…
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…