Bouchey Blog

Removing the Emotions from Investing

By Catherine Buck | May 20, 2025

      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we discuss the value we provide for our clients which can be broken down into the following categories: Personal CFO – We provide guidance regarding any finance related question. Tactical Investment Management – We manage ETF…

CDPHP Workforce Team Challenge 2025

By Catherine Buck | May 16, 2025

  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club HMRRC. It is a major fundraising event and this year Girl’s on the Run Capital Region and Unity House were the honored event charities. Scott, John, Katie, Shelley, Marty, Ed (not pictured), and Vinnie (not pictured) ran…

Cash In or Hold Tight? How to Decide When to Exercise Your Non-Qualified Stock Options 

By Catherine Buck | May 5, 2025

  Written by: Harmony Wagner, CFP®, CPWA®    Executives who receive non-qualified stock options (NSOs) as part of their equity compensation package may not understand how to optimize this powerful compensation type. When designing a stock option exercise strategy, several different metrics can be useful to determine the value of each option and establish trigger points.…

Eli Manning

Avoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing

By Samantha Masey | April 29, 2025

Written by: John Millet, CPA As a lifelong New York Giants fan, I’ve always appreciated the career of Eli Manning. Not just for the two Super Bowl wins or the iconic moments, but for something less flashy: his steadiness. Eli was legendary for his durability, starting 210 consecutive games as quarterback for the New York…

How Does the Social Security Fairness Act Impact Me? 

By Catherine Buck | April 21, 2025

How Does the Social Security Fairness Act Impact Me?      Written by:  Samantha Masey, CFP®    The Social Security Fairness Act was signed into law on January 5, 2025, as an effort to increase social security benefits for certain types of workers that were affected by the Windfall Elimination Provision (WEP) and Government Pension…

Q1 2025 mkt update

Q1 2025 Market Update

By Samantha Masey | April 11, 2025

Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines over the past few months-and for good reason. We often encourage clients to tune out the noise from headlines and media to focus on the long-term and what’s important. But in this case, the concern…

Hart Cluett Museum Gala 2025

By Lauren Bouchey | March 28, 2025

Bouchey Financial Group team members Martin Shields and John Millet joined community members and supporters of the Hart Cluett Museum at their 2025 Gala. It was a wonderful event at Franklin Plaza in Troy honoring artist Len Tantillo and the Clement Family for their support of the arts and the local community.