Tag: Wealth Management

Posted onJune 24, 2021
With high school graduations underway, it leaves many parents thinking ahead to when their young children will be graduating from high school and heading off to college---but when and how should they start saving for their child’s college education? Robert Canterbury sat down with CBS 6 News to talk about investing in a 529 college plan.
Posted onApril 23, 2021
With the income tax deadline fast approaching on May 17, tax refunds will be hitting many of our bank accounts, while some others may need to make a payment. Since our 2020 taxes are top of mind, now is the time for 2021 Tax Planning.
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.