Posts by Julia McCabe
How Landlords Can Exit Real Estate and Defer Taxes with a DST
How Landlords Can Exit Real Estate and Defer Taxes with a DST By Vincenzo Testa, CPA, CFP®, Wealth Advisor & Tax Planner, Bouchey Financial Group Many real estate investors reach a point where managing rental properties becomes more of a burden than a benefit. Tenant calls, maintenance responsibilities, and property oversight can make retirement feel…
Read MoreTRUMP Accounts for Children: What Parents and Grandparents Need to Know
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey Financial Group | 2025 On July 4th, 2025, a new type of account entered the financial planning landscape: the TRUMP Account, short for Tax-advantaged Retirement for United States Minors Program. For families thinking about long-term…
Read MoreJune Market Insights: From Rockets to Donuts – Making Sense of the IPO Wave
From Rockets to Donuts: Making Sense of the 2026 IPO Wave By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | June 2026 For about two years, very few large companies chose to go public. That is changing fast. SpaceX, Elon Musk’s rocket and Starlink company, is about to list at a…
Read MoreThe Hidden Risk of Working for a Public Company: Concentration Risk and Your Financial Future
When salary, equity compensation, and retirement savings all depend on the same employer, concentration risk can threaten everything at once. Here is how to assess your exposure and build a more resilient financial foundation.
Read MoreLet’s Review Your Investments: Inside the All Equity Model
After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey Financial Group Qualified All Equity Model: how it is constructed, how it is performing, and why two recent rebalances have shaped its current posture. Join Bouchey Financial Group for our May 2026 Portfolio Review, where…
Read MoreMay Market Insights: Why April’s Reset Was Healthy
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this market. At the start of April, it felt like everything had a reason to go lower. The S&P 500 was about 10% off its highs, oil was pushing $110 a barrel, and the situation in…
Read MoreFinancial Planning for Physicians: What Most Advisors Miss
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of a delayed start, concentrated student debt, complex retirement options, and liability exposure requires planning that is specific to the medical field, not just adapted from a generic high-earner playbook. Retirement Accounts Available to Physicians The…
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