Bouchey Blog

Net Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)

By Catherine Buck | October 6, 2023

  Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…

Your Investment Portfolio as your Small Business

By Catherine Buck | September 25, 2023

  Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful to frame the portfolio decisions from different perspectives.  Commonly, individuals view their investment portfolio only in the context of the stock market, the economy, and the political environment.  This perspective often causes individuals to make…

Understanding Debt

By Catherine Buck | September 12, 2023

  Written by: Catherine (Katie) Buck Debt is an integral part of many people’s lives. In fact, it is a part of our culture to incur debt to buy a home, build a business, or finance education. We intend to use debt as a tool to better our lives and achieve our financial goals. However,…

Top Three Financial Considerations in Divorce

By Catherine Buck | August 30, 2023

Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally, and financially. Whether you are the one that has initiated the separation or not, it is unlikely that both spouses will be able to maintain the same standard of living after dividing assets and incomes.…

Living Resources Fashion Show

By Catherine Buck | August 23, 2023

Bouchey Financial Group is proud to have sponsored and attended the Living Resources Fashion Show at the Saratoga track. Our CEO Steve was honored with the opportunity to share his personal connection and passion about supporting this organization at the event. Team members, John Millet and Vincenzo Testa also made an appearance and enjoyed seeing…

Utilizing Technology in Investing: The Power of Direct Indexing

By Catherine Buck | August 23, 2023

Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to the early 1990s, one of the most significant milestones was the introduction of Exchange-Traded Funds (ETFs). ETFs allowed access to lower-cost diversification and tax efficiency compared to mutual funds and are now one of the…

US vs International Equities

The Numbers Behind a Home Bias

By Samantha Masey | August 11, 2023

It’s been an up and down week in the markets, following a down week last week. The headlines continue to be driven by inflation news (good and bad), July jobs report last week (somewhere in the middle) and last week’s downgrade of U.S. debt from AAA to AA+ by Fitch (bad but not worrisome). What…