Tag: Wealth Management

Posted onMarch 25, 2021
Senior Wealth Advisor, Bob Canterbury, provides financial guidance to callers on WAMC’s Vox Pop. Listen in as he covers topics like the American Rescue Plan – $1.9 trillion Stimulus Package, tax filing deadline extended to May 17th, the New $3 Trillion Biden Proposal, Game Stop, and Bitcoin.
Posted onJanuary 28, 2021
Bob Canterbury shares his analysis of the GameStop situation appearing on three of the four local TV stations: WNYT NBC 13, WRGB CBS 6 and WTEN ABC 10/WXXA Fox 23. His commentary was also featured in a front page story in Friday’s print edition of the Times Union.
Posted onJanuary 19, 2021
Judy Cahee and Bob Canterbury answered financial questions with WAMC's Ray Graf hosting.
Posted onOctober 15, 2020
Robert Canterbury from BST Wealth Management presents Pre-election Planning and Strategy. With the presidential election rapidly approaching, now is a good time to evaluate your tolerance for risk and determine if any investment allocation changes may be warranted.
Posted onSeptember 21, 2020
Robert Canterbury hosted a webinar on Small Business Retirement Plans and the impact of the Secure Act.
Posted onMay 21, 2020
Pandemics on the scale of the current COVID-19 crisis don’t come along very often. But the damage they cause is almost impossible to escape.
Posted onMarch 31, 2020
During these incredibly unusual and disruptive times, the federal government has made numerous changes and updates that will impact your personal financial situation for you and your family.
Posted onOctober 2, 2019
If you are a small business owner looking for an inexpensive way to add a traditional style 401(k) retirement plan, there is a way.  The IRS has cleared the way for small businesses to join an existing 401k plan with multiple employers and avoid a costly set up for your own separate plan.
Posted onSeptember 20, 2019
The Federal Reserve Bank lowered benchmark interest rates a quarter of a point earlier this week for the second time in as many months. The rate decrease was widely expected, but leaves many wondering: what comes next? Will this be a series of adjustments to boost a sluggish economy or will they leave things alone for the rest of the year?
Posted onMay 30, 2019
It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? Although it remains to be seen how the events of this latest news cycle will play out, your evidence-based financial plan is built to anticipate and withstand market risk.