Bouchey Blog

Uncertainty From The Fed & Recent Banking Woes

By Samantha Masey | March 24, 2023

As part of the investment committee’s responsibility, our team is always tuned into the markets – whether during trading sessions or after hours reading, hoping to make sense of macro, micro, technical, fundamentals and everything in between. In the past two weeks this has intensified given what we saw in the banking sector with the…

529 plan

6 Strategies for Unused 529 Plan Funds

By Samantha Masey | March 13, 2023

Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…

Banking Focus From the Past Week

By Samantha Masey | March 11, 2023

For the past week, we have seen increased concern over the health of the banking sector with the Federal Reserve stepping in to provide measures to support bank liquidity needs.  For some, this felt a bit like the Global Financial Crisis from 15 years ago as the 16th largest U.S. bank (Silicon Valley Bank) failed in…

BFG Team Photo

International Women’s Day

By Samantha Masey | March 8, 2023

A message from Steven Bouchey on International Women’s Day Helping women manage their wealth has always been near and dear to my heart, and I have built out my team to include some very dynamic and talented female professionals to help me fulfill this goal. I am committed to bringing more awareness so that women…

Lithium-Ion Batteries Projection

The Future of Electric Vehicles and Artificial Intelligence: The Effect on Economies

By Samantha Masey | February 28, 2023

Written by: Vincenzo Testa, CPA, CFP® The shift from gas-powered vehicles to electric vehicles will be a revolutionary change in the world of transportation. We can compare this change to when we went from “horse and buggies” to the Ford Model T. The infrastructure needed to make this shift will create hundreds of thousands of…

4 Tax Advantages of HSAs

Health Savings Accounts Can Be an Integral Part of Your Retirement Plan – Here’s How

By Samantha Masey | February 14, 2023

Written by: Marty Shields, CFP®, AIF® A Health Savings Account (HSA) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses.  These expenses include deductibles, copayment, and long-term care insurance.  HSA funds generally cannot be used for health insurance premiums, and you can…

2023 SOE

2023 State of the Economy Recording

By Samantha Masey | January 30, 2023

Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…