Bouchey Blog

  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…

    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an early age. Our cognitive biases influence how we feel about investing and will drive our financial decisions. Understanding and identifying these biases is an important part of financial advising that allows professionals to navigate around…

  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working with many different clients on the personal advisory side of wealth management. Some clients are adamant about leaving a significant inheritance while others are less concerned about leaving a legacy. Many want to help family,…

      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial future. However, before you can start investing, it is important to understand the different types of accounts available to you. From retirement accounts to taxable brokerage accounts, each type of account has its own rules,…

Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains a cornerstone for financial success and stability. The ongoing changes in the market landscape call for a strategic approach to portfolio management. Here, we’ll explore four key tips that can help investors of all levels…

What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most of us, the New Year is all about having a healthy reset and looking ahead. I couldn’t agree more. I’m all about what the future has in store and focusing on how we can make…