Posts by Samantha Masey
What to Do If You Inherit An IRA?
If a family member dies, and you inherit their IRA, there are special rules regarding mandatory distributions that you need to be aware of. Depending on your relationship with the person who passed away and their age, you may be required to take annual distributions from the IRA, regardless of your age. And if you…
Read MoreQ1 2019 – Quarterly Webinar Recording
After the markets struggled in the last quarter of 2018, many investors were concerned about what the new year would bring. Please visit the link below to hear Ryan Bouchey, Martin Shields, and David Rath discuss the first quarter of 2019 and our outlook on the rest of the year. You can follow along with the PDF version of our presentation…
Read MoreThoughts on Recent Fed Moves
“When the facts change, I change my mind. What do you do, sir?” This quote is often attributed to the British economist John Maynard Keynes. As is often the case with quotes that are easily and universally referenced to make a point, what he originally said was most likely somewhat different, but it helps…
Read MoreEconomic Warning Signs?
Written by Ryan Bouchey Two key readings have come out in the past few weeks that coincide with some of our analysis we presented at our State of the Economy presentation back in January. The focus of these two signals, which could potentially be economic warning signs, have to do with jobs and the yield…
Read MoreTen Years and Counting
Written by Martin Shields It was ten years ago on Monday, March 9, 2009 that the stock market hit its low during the great recession. The bull market that started with the S&P 500 index at 677 has provided investors with a total return of over 400% and has beat the duration of all other…
Read MoreWhy this financial planner says we shouldn’t worry about a recession (yet) – Albany Business Review
Why this financial planner says we shouldn’t worry about a recession (yet) By Chelsea Diana – Reporter, Albany Business Review The economy has been strong for more than 10 years, after a run like that investors start to wonder — when is the next recession? Steven Bouchey, president and CEO of the Bouchey Financial Group, said there is…
Read More2019 State of the Economy Presentation
Bouchey Financial Group was honored to host nearly 400 clients between two locations for our annual State of the Economy event. After a volatile end to 2018, this year’s presentation focused on the economic and market factors currently at play, and what investors should be considering as we head into 2019. The video of the presentation is available below in…
Read More