Bouchey Blog
Written by: Ryan Bouchey, CPA, CFP® The New Year is a great time to look ahead at all the possibilities in front of us. I also find value in looking back and reflecting on the year that just passed. While going through this lookback exercise, one thing I take a lot of pride in…
Catherine Buck suggests seven financial goals to strengthen your foundation for 2026: increase retirement contributions, contribute to a 529 plan, refresh your net worth statement to address high-interest debt, rebalance your portfolio, move cash to high-yield savings, utilize health insurance wellness programs, and make IRA contributions before the tax deadline.
Money is one of the most common sources of stress in a marriage. These 10 practical financial planning guidelines help couples improve communication, align long-term goals, and reduce financial stress as they build a life together.
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
Written by: Scott Strohecker, CFP®, EA As the year draws to a close, charitable organizations ramp up their fundraising efforts-and many individuals begin thinking about how to give back. For donors, year-endcharitable giving isn’t just an opportunity to make a meaningful impact; it’s also a valuable moment for thoughtful tax planning. While working with clients on…
Written by: Paolo LaPietra, CFP® Every generation gets its defining investment story, and right now it is AI. Not the harmless “let’s ask ChatGPT” version, but the trillion-dollar, power guzzling, data center everywhere version that is reshaping the market. The numbers have reached a point where they barely feel real. Nvidia reached a five trillion-dollar…
January Market Insights: Economy, the Fed, and AI
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…