Bouchey Blog
Written by: Catherine Buck, CFP® Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and Powers of Attorney. However, if you have ever been the Executor(rix) of an estate you know there is much more complexity and many roadblocks to hurdle when organizing a loved one’s Estate. Of course, these…
Written by: Martin Shields, CFP®, AIF® Throughout my Economics Master program in Virginia Tech one of my favorite areas of study was consumer theory. The discussion was centered around how consumers reacted when the price or quality of a good and service changed. In some cases, they could control the variables and in…
Written by: Vincenzo G. Testa, CPA, CFP®, ECA On July 4th, 2025, the “One Big Beautiful Bill“ was signed into law, bringing with it the biggest changes to the U.S. tax code in nearly a decade. While the news coverage has focused on the politics, our priority is helping you understand what…
What a Ride It’s Been Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update What a ride 2025 has been so far – and to think we’re only halfway through it! Truth be told, I feel much better about where we stand today than I did three months ago when I wrote…
Written by: Martin Shields, CFP®, AIF® For the first 13 years of my career, I worked in corporate finance for publicly traded companies. In this role, the primary goal was to maximize the productivity of the company’s assets to provide the highest level of future cash flow. When I started as a personal wealth…
A Pattern Emerges in the U.S. Employment Market
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a pattern, then this latest labor report may be pointing to a more consistent signal about the underlying strength of the U.S. economy. The August jobs report showed a continued slowdown in labor market momentum, with…