Bouchey Blog
Financial Planning for Physicians: What Most Advisors Miss Written by Martin X. Shields Physicians face a financial picture unlike most high-income professionals. The combination of a delayed start, concentrated student debt, complex retirement options, and liability exposure requires planning that is specific to the medical field, not just adapted from a generic high-earner playbook. Retirement…
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Written by Martin X. Shields, CFP®, AIF®. Explore why disciplined equity compensation planning helps executives manage concentration risk and protect long-term financial goals.
Learn how pledged asset lines allow investors to borrow against their portfolio and explore key considerations, risks, and flexibility compared to traditional financing options.
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce’s 2026 Economic Outlook event. The program brought together business and community leaders from across the region for a thoughtful discussion on current economic conditions and the factors shaping the year ahead. Held at the Excelsior Springs Event Center in Saratoga Springs,…
Community involvement has long been an important part of Bouchey Financial Group’s culture. As a family-owned Registered Investment Advisor serving individuals and families across the country, we believe in supporting organizations that make a meaningful difference in the communities where we live and work. One recent experience served as a powerful reminder of how a…
Q1 2026 Market Update
Momentum Beneath the Headlines Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here The Masters has always felt like the unofficial start of spring to me. Something about that weekend, the course, the tradition, it just creates a sense of optimism that warmer days are right around the corner. After a…