Bouchey Blog
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…
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…
Written by: Scott Strohecker, EA Credit cards can be found and used all over in today’s financial landscape. For decades, these rectangular pieces of plastic have empowered consumers with the ability to make purchases, access credit, and enjoy numerous benefits. However, as technology and consumer demands evolve, credit cards have evolved as well. In this…
Mid-Year Check-In and Outlook Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary We’re at the halfway mark for 2023 and the fear and concern many investors had at the end of 2022 feels like it was six years ago, not six months. We’ve seen a dynamic shift in both markets…
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…
As much as our daily discussion focuses on the stock market, the bond market has been almost as interesting and important so far year to date. We always talk about the S&P and how the biggest stocks are doing, but gathering insights and having a plan within the bond market has been just as critical.…
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself with a significant sum of money or assets that can potentially impact your financial future. However, it is essential to approach these situations with careful consideration and thoughtful planning. Depending on what assets are inherited,…