Posts by Julia McCabe
March Market Insights: Hardware vs. Software
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Read MoreEquity Compensation Planning: Yes, the Stock Price Can Also Decline
Written by Martin X. Shields, CFP®, AIF®. Explore why disciplined equity compensation planning helps executives manage concentration risk and protect long-term financial goals.
Read MoreBorrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
Learn how pledged asset lines allow investors to borrow against their portfolio and explore key considerations, risks, and flexibility compared to traditional financing options.
Read More2026 Economic Outlook Event Highlights
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce’s 2026 Economic Outlook event. The program brought together business and community leaders from across the region for a thoughtful discussion on current economic conditions and the factors shaping the year ahead. Held at the Excelsior Springs Event Center in Saratoga Springs,…
Read MoreQ4 2025 Market Update: The Story of Momentum
Bouchey Financial Group’s Q4 2025 Market Update explores key market influences, labor trends, and AI’s economic role, offering insights for future investor strategies.
Read MoreSteven Bouchey Supports The Flutter Club’s Flutter Express Program
Community involvement has long been an important part of Bouchey Financial Group’s culture. As a family-owned Registered Investment Advisor serving individuals and families across the country, we believe in supporting organizations that make a meaningful difference in the communities where we live and work. One recent experience served as a powerful reminder of how a…
Read MoreQ4 2025 Market Update
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here Market Update The start of a new year has always been my favorite time of year. There’s something about the calendar flipping that gives you a clean slate and a fresh perspective, especially when…
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