Posts by Catherine Buck
August Market Insights: Most Expensive Earnings Season Yet
The Most Expensive Earnings Season Yet By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | August 2026 At this point, I could write the same opening every earnings season. Big Tech spends more than anyone expected, a handful of stocks get crushed for it anyway, and a handful get rewarded for…
Read MoreWhat Paul Newman Taught Me About Luck
Written by: Martin X. Shields, Chief Wealth Advisor What Paul Newman Taught Me About Luck I recently attended a fundraiser for the Double H Ranch, which is located in Lake Luzerne in the foothills of the Adirondacks. The Ranch was founded 30 years ago by Charles R. Wood and Paul Newman as a year-round camp…
Read MoreQ3 2025 Market Update
Shutdown, Slowing Jobs… And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update We begin the fourth quarter in the midst of a government shutdown, slowing of the labor market, worrying headlines and….all-time highs. Quite the backdrop for the current state of markets and the economy, but one…
Read MoreShutdown, Slowing Jobs… and All-time Highs?
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn’t be unreasonable to ask: “Are we really still at all-time highs in the market?” Despite a government shutdown (with little sign of resolution on either side), a cooling labor market, and no shortage of headlines to scare us away,…
Read MoreSimplifying Your Estate for Your Loved Ones
Written by: Catherine Buck, CFP® Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and Powers of Attorney. However, if you have ever been the Executor(rix) of an estate you know there is much more complexity and many roadblocks to hurdle when organizing a loved one’s Estate. Of course, these…
Read MoreHow will Consumers Respond to Tariffs – Testing Economic Theory
Written by: Martin Shields, CFP®, AIF® Throughout my Economics Master program in Virginia Tech one of my favorite areas of study was consumer theory. The discussion was centered around how consumers reacted when the price or quality of a good and service changed. In some cases, they could control the variables and in…
Read MoreNarrowing the Gap Between Sentiment and Reality
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer One of the themes we’ve been discussing all year—especially since what we’ve referred to as “Liberation Day” on April 2nd—is the disconnect between soft data (consumer sentiment) and hard data (economic reality). For much of the year, what consumers were feeling didn’t…
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