Bouchey Blog
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…
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…
At Bouchey Financial Group, giving back to our community is at the heart of who we are. That’s why our advisors are proud to be part of Squares vs. Cancer, a special fundraising event benefiting the American Cancer Society. On Thursday, October 9, join us at Harvey’s Restaurant and Bar for an afternoon of football,…
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a pattern, then this latest labor report may be pointing to a more consistent signal about the underlying strength of the U.S. economy. The August jobs report showed a continued slowdown in labor market momentum, with…
Written by: Catherine Buck, CFP® Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and Powers of Attorney. However, if you have ever been the Executor(rix) of an estate you know there is much more complexity and many roadblocks to hurdle when organizing a loved one’s Estate. Of course, these…
Q3 2025 Market Update
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…