Posts by Catherine Buck
Living 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…
Read MoreThe Ronald McDonald House Charities
For the past 40 years, the Ronald McDonald House on S. Lake Ave, Albany has provided free housing and food for families with children who have life threatening medical conditions and are being treated at Albany Med or St. Peters. Three beautifully maintained, conjoining homes radiate a sense of safety and comfort with a large,…
Read MoreCoaches vs Cancer
On September 22nd, Bouchey Financial Group had the honor of attending one of the Capital Region’s most unifying events the Coaches vs. Cancer Basket “Ball”. This was an evening where the Siena and U-Albany men’s basketball teams came together to recognize and celebrate cancer fighters and survivors. The event was run by the American Cancer…
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