Bouchey Blog
The Most Expensive Earnings Season Yet By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | August 2026 At this point, I could write the same opening every earnings season. Big Tech spends more than anyone expected, a handful of stocks get crushed for it anyway, and a handful get rewarded for…
Written by: Martin X. Shields, Chief Wealth Advisor What Paul Newman Taught Me About Luck I recently attended a fundraiser for the Double H Ranch, which is located in Lake Luzerne in the foothills of the Adirondacks. The Ranch was founded 30 years ago by Charles R. Wood and Paul Newman as a year-round camp…
How Landlords Can Exit Real Estate and Defer Taxes with a DST By Vincenzo Testa, CPA, CFP®, Wealth Advisor & Tax Planner, Bouchey Financial Group Many real estate investors reach a point where managing rental properties becomes more of a burden than a benefit. Tenant calls, maintenance responsibilities, and property oversight can make retirement feel…
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey Financial Group | 2025 On July 4th, 2025, a new type of account entered the financial planning landscape: the TRUMP Account, short for Tax-advantaged Retirement for United States Minors Program. For families thinking about long-term…
From Rockets to Donuts: Making Sense of the 2026 IPO Wave By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst, Bouchey Financial Group | June 2026 For about two years, very few large companies chose to go public. That is changing fast. SpaceX, Elon Musk’s rocket and Starlink company, is about to list at a…
When salary, equity compensation, and retirement savings all depend on the same employer, concentration risk can threaten everything at once. Here is how to assess your exposure and build a more resilient financial foundation.
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this market. At the start of April, it felt like everything had a reason to go lower. The S&P 500 was about 10% off its highs, oil was pushing $110 a barrel, and the situation in…