Bouchey Blog

Squares vs. Cancer

Squares vs. Cancer: Join Us in the Fight Against Breast Cancer

By Julia McCabe | September 11, 2025

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,…

unemployment chart

A Pattern Emerges in the U.S. Employment Market

By Samantha Masey | September 5, 2025

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…

Simplifying Your Estate for Your Loved Ones

By Catherine Buck | August 26, 2025

  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…

How will Consumers Respond to Tariffs – Testing Economic Theory

By Catherine Buck | August 19, 2025

    Written by: Martin Shields, CFP®, AIF®   Throughout my Economics Master program in Virginia Tech one of my favorite areas of study was consumer theory.  The discussion was centered around how consumers reacted when the price or quality of a good and service changed.  In some cases, they could control the variables and in…

Narrowing the Gap Between Sentiment and Reality

By Catherine Buck | August 8, 2025

Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we’ve been discussing all year-especially since what we’ve referred to as “Liberation Day” on April 2nd-is the disconnect between soft data (consumer sentiment) and hard data (economic reality). For much of the year, what consumers were feeling didn’t…

The Big Beautiful Breakdown: What’s In the New Tax Bill?

By Catherine Buck | July 21, 2025

      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the “One Big Beautiful Bill“ was signed into law, bringing with it the biggest changes to the U.S. tax code in nearly a decade. While the news coverage has focused on the politics, our priority is helping you understand what…

Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances

By Catherine Buck | July 15, 2025

  Written by: Martin Shields, CFP®, AIF®   For the first 13 years of my career, I worked in corporate finance for publicly traded companies.  In this role, the primary goal was to maximize the productivity of the company’s assets to provide the highest level of future cash flow.  When I started as a personal wealth…