Webinars/Videos
The average American changes jobs 12 times in their lifetime. With each of these job changes, many people leave behind an old 401(k) because they aren’t sure what to do with those assets. In this 30-minute webinar, we will explain your options when it comes to handling an old 401(k), the benefits of a direct…
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…
Webinar Recording: Q1 2022 Market and Economic Update
After strong market volatility in the first quarter, the BFG investment team will provide guidance on what to expect with the markets and the economy with the Federal Reserve raising interest rates, higher inflation readings and the war in Ukraine. Listen to Steve, Marty and Paolo discuss these important topics.