Bouchey Blog
Written by: Vincenzo Testa, CPA, CFP® Living Beyond Your Means In today’s consumer-driven society, it’s tempting to succumb to the pressure of keeping up with the Joneses. However, living beyond your means by overspending on luxuries or financing purchases with debt can have serious long-term consequences. Practice living below your means by prioritizing needs…
As the first quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: 1st Quarter Recap Economic Overview The Fed & Fixed Income Outlook Market Outlook & Expectations Watch the recording below…
Written by: Marty Shields, CFP®, AIF® Many individuals who want to retire early and only have access to cash flow provided from their IRA or 401(k) run into a roadblock because they will trigger a 10% penalty on all distributions before the age of 59.5. Below are the two potential work arounds to overcome…
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from customization to tax efficiency. Watch our recent webinar to learn more about: What is Direct Indexing Who Can Benefit Technology Enhanced Tax Loss Harvesting What Does This Look Like for You Recording available below! Play…
Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is devoted to teaching my girls the skills and principles that will help them thrive in life, ranging from how to build a piece of furniture to how to stand up for yourself. Given my chosen…
Written by: Samantha Masey, CFP® Are you a high earner that is no longer eligible to make Roth IRA contributions? It may be time to consider implementing a backdoor Roth strategy. When it comes to saving for retirement, most individuals are aware of the basic vehicles available to them such as their employer…
Q1 2024 Market Update
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 Off to a Strong Start We’re a quarter into the new year and the markets feel awfully similar to 2023, but for different reasons. We are seeing the stock market continuing to reach new highs with little volatility. For many…