Posts by Julia McCabe
Financial 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…
Read MoreQ1 2026 Market Update: Momentum Between the Headlines
Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here The Masters has always felt like the unofficial start of spring to me. Something about that weekend, the course, the tradition, it just creates a sense of optimism that warmer days are right around the corner. After a long winter here in…
Read MoreMarch 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 More