Bouchey Blog
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in the investment and financial planning discussions, and the other spouse is what we might consider “disengaged” from those topics. Even when one spouse does not seem interested in engaging in household financial matters, it is…
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given the challenges the market faced in 2022 and continues to face in 2023, the first quarter was quite the start to the year. The word that comes to mind to describe the first three months…
Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying “Nothing is certain except death and taxes.” While this seems to hold true, the first Federal income tax in the United States dates back to the Civil War. To help pay for the war, President Abraham Lincoln announced the new income tax during…
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…
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…
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…
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…