Bouchey Blog
Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at the Dunes brought women together to learn, connect, and feel supported through every chapter ahead. Hosted on October 22nd, the event featured three expert panelists who shared guidance across key areas of financial planning: Harmony…
Prepare for the Changes from the One Big Beautiful Bill: What Can I Do? Written by: Vincenzo G. Testa, CPA, CFP®, ECA The One Big Beautiful Bill (OBBB) takes effect in 2025 and brings some of the most significant tax changes in years. While much of the law aims to simplify taxes, the real…
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth Written by: Harmony Wagner, CFP, CPWA Many young professionals in their working years focus on building their wealth. As retirement approaches, the impact of taxes narrows the focus to maximizing the after-tax value of one’s wealth. With required minimum distributions on the…
Shutdown, Slowing Jobs… And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update We begin the fourth quarter in the midst of a government shutdown, slowing of the labor market, worrying headlines and….all-time highs. Quite the backdrop for the current state of markets and the economy, but one…
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn’t be unreasonable to ask: “Are we really still at all-time highs in the market?” Despite a government shutdown (with little sign of resolution on either side), a cooling labor market, and no shortage of headlines to scare us away,…
Earlier this week, our Bouchey Financial Group team came together in Manchester, Vermont for a retreat to celebrate milestones, strengthen connections, and enjoy time outside the office. Reaching $1.5 billion in assets under management is more than just a milestone – it’s a reflection of the trust our clients place in us and the dedication…
The Missing Jobs Report
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…