Posts by Catherine Buck
Understanding 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 MoreQ2 2023 Market Update
Mid-Year Check-In and Outlook Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary We’re at the halfway mark for 2023 and the fear and concern many investors had at the end of 2022 feels like it was six years ago, not six months. We’ve seen a dynamic shift in both markets…
Read MoreWhat Happens if the Debt Ceiling is Not Raised?
Written by: Nicole A. Gobel, CPA, CDFA® Treasury Chief Janet Yellen’s announcement last week stated that we may reach the debt ceiling as soon as June 1st. While negotiations are in the works, we can provide background on the debt ceiling and possible future outcomes. This article will address: What is the debt ceiling? What…
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