Posts by Catherine Buck
Navigating Student Loans: Repayment Options and Strategies
Written by: Scott Strohecker, EA Introduction: Entering the world of higher education often means taking on the financial responsibility of student loans. While pursuing education is important for personal and professional growth, managing the repayment of student loans can be a daunting task. Understanding the various repayment options and implementing effective strategies can significantly…
Read MoreAlbany Business Review’s Best Places to Work 2023
Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany Business Review’s “Best Places to Work”. Our firm’s success starts with our team. This nomination is a testament to our incredible team and the fantastic work culture we’ve built together. We value their commitment, unwavering…
Read MoreUnderstanding Capital Gain Distributions from Mutual Funds
Written by: Paolo LaPietra, CFP® Just as I was getting used to writing ‘2023’, next week is November and we are already beginning our year-end planning conversations. There’s a handful of topics that fall under this umbrella, but this blog will specifically cater to investors with mutual funds in their taxable portfolios. It’s worth…
Read MoreMen Wear Pink: American Cancer Society Fundraiser
Members of our team attended Marty Shields’ “Men Wear Pink” Cocktail Hour to raise money for the American Cancer Society during Breast Cancer Awareness Month. The Adelphi donated a portion of the evening’s proceeds to his campaign and attendees participated in local gift basket raffles. We are proud to support the American Cancer Society…
Read MoreBeating the Odds: Preserving Family Wealth through Generations
Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their “why” when it comes to building wealth. The motivation to work hard and save money throughout their careers is to set their children and grandchildren up for a better financial life than they may have experienced otherwise. Unfortunately,…
Read MoreQ3 2023 Market and Economic Update
As the third quarter has come to an end, our focus will be on what we’ve seen so far year-to-date and what economic factors may have the biggest impact on the markets as we close out the year. Our discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics…
Read MoreQ3 2023 Market Update
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It’s hard to believe that we’re already entering the 4th quarter of 2023. As I started writing my overview last week, I felt this may be a welcome sign as we rid ourselves of the volatility…
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