Bouchey Blog

Behavioral Finance: The Psychology of Money

By Catherine Buck | February 21, 2024

    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an early age. Our cognitive biases influence how we feel about investing and will drive our financial decisions. Understanding and identifying these biases is an important part of financial advising that allows professionals to navigate around…

Leaving a Legacy vs. Gifting During Your Lifetime

By Catherine Buck | February 14, 2024

  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working with many different clients on the personal advisory side of wealth management. Some clients are adamant about leaving a significant inheritance while others are less concerned about leaving a legacy. Many want to help family,…

2024 State of the Economy

2024 State of the Economy Recording

By Samantha Masey | February 9, 2024

Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm What’s Ahead for Bouchey Financial Group Our Economic Outlook Can the Soft Economic Landing of 2023 Continue?  Our Market Outlook & Portfolio Perspectives Q&A You can watch…

Investing 101: Understanding the Different Types of Accounts

By Catherine Buck | February 5, 2024

      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial future. However, before you can start investing, it is important to understand the different types of accounts available to you. From retirement accounts to taxable brokerage accounts, each type of account has its own rules,…

Managing Your Investment Portfolio in 2024: Four Essential Tips

By Catherine Buck | January 29, 2024

Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains a cornerstone for financial success and stability. The ongoing changes in the market landscape call for a strategic approach to portfolio management. Here, we’ll explore four key tips that can help investors of all levels…

Q4 2023 Market Update

By Catherine Buck | January 12, 2024

What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most of us, the New Year is all about having a healthy reset and looking ahead. I couldn’t agree more. I’m all about what the future has in store and focusing on how we can make…

Financial Resolutions for the New Year: Building a Stronger Financial Future in 2024

By Catherine Buck | January 8, 2024

  Written by: Samantha Masey, CFP® As we say goodbye to last year and usher in 2024, it is the perfect time to reflect on our financial habits and set empowering resolutions for the future. This blog will provide actionable financial resolutions aimed at helping you create a solid foundation for your economic well-being in…