Bouchey Blog

A New Chapter for Crypto? 
Written by: Paolo LaPietra, CFP®   The recent surge in Bitcoin's price, surpassing $76,000 following Donald Trump's re-election, highlights how...
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A Trump Presidency and What Lies Ahead
For two years now we've been hearing a negative narrative about market expectations, while at the same time experiencing strong...
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NAPFA Fall 2024 National Conference
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie...
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What Happens If the Tax Cuts and Jobs Act (TCJA) Expires? 
Written by Vincenzo G. Testa, CPA, CFP®, ECA    The Tax Cuts and Jobs Act was passed in 2017. It...
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Q3 2024 Market Update
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   Q3 2024 Market Update As we enter...
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What Does True Wealth Look Like? 
  Written by: Martin Shields, CFP®, AIF®   When most people think of wealth, they often picture one thing: financial prosperity-the...
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Am I Retiring at the Wrong Time?
  Written by: Harmony Wagner, CFP®, CPWA ®   The decision to retire is not just one decision, but the...
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What to Expect with Fixed Income Investments When the Federal Reserve Cuts Interest Rates 
  Written by: Catherine Buck, CFP®     The Federal Funds Rate is the interest rate banks charge other institutions...
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The Not-So-Simple Rules for Inherited IRAs
    Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth...
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Understanding the Ins and Outs of Medicare: A Financial Advisor’s Guide 
    Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating...
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