Posts by Catherine Buck
American Cancer Society: Coaches vs. Cancer
Our team members Vinnie, Ed, Scott, and Katie attended the American Cancer Society’s 2023 Coaches vs. Cancer “Basket Ball” at the Albany Capital Center. The team engaged with many people whose lives have been affected by cancer. Congratulations to the honorees at this year’s event: Coach Ed Cooley (Georgetown Basketball Men’s Head Coach); Steve Dagostino…
Read MoreCybersecurity & Fraud Awareness 2023
Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John and Harmony will share insights, best practices, and the latest trends in digital security. Topics we will cover include: Cybersecurity Essential Protocols Cybersecurity Threat Landscape…
Read MoreUnderstanding Debt
Written by: Catherine (Katie) Buck Debt is an integral part of many people’s lives. In fact, it is a part of our culture to incur debt to buy a home, build a business, or finance education. We intend to use debt as a tool to better our lives and achieve our financial goals. However,…
Read MoreTop Three Financial Considerations in Divorce
Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally, and financially. Whether you are the one that has initiated the separation or not, it is unlikely that both spouses will be able to maintain the same standard of living after dividing assets and incomes.…
Read MoreLiving Resources Fashion Show
Bouchey Financial Group is proud to have sponsored and attended the Living Resources Fashion Show at the Saratoga track. Our CEO Steve was honored with the opportunity to share his personal connection and passion about supporting this organization at the event. Team members, John Millet and Vincenzo Testa also made an appearance and enjoyed seeing…
Read MoreUtilizing Technology in Investing: The Power of Direct Indexing
Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to the early 1990s, one of the most significant milestones was the introduction of Exchange-Traded Funds (ETFs). ETFs allowed access to lower-cost diversification and tax efficiency compared to mutual funds and are now one of the…
Read MoreWebinar: Bouchey Client Portal Tutorial
We pride ourselves on providing educational opportunities for our clients. This month’s webinar, hosted by Samantha and Katie, is a tailored walk-through of the Bouchey Client Portal to show you how to navigate and process all of the available information. We will cover: The Portal Dashboard Asset Allocation Account Performance Capital Flows Holdings Available Reports…
Read More