Bouchey Blog
When salary, equity compensation, and retirement savings all depend on the same employer, concentration risk can threaten everything at once. Here is how to assess your exposure and build a more resilient financial foundation.
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this market. At the start of April, it felt like everything had a reason to go lower. The S&P 500 was about 10% off its highs, oil was pushing $110 a barrel, and the situation in…
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of a delayed start, concentrated student debt, complex retirement options, and liability exposure requires planning that is specific to the medical field, not just adapted from a generic high-earner playbook. Retirement Accounts Available to Physicians The…
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Written by Martin X. Shields, CFP®, AIF®. Explore why disciplined equity compensation planning helps executives manage concentration risk and protect long-term financial goals.
Learn how pledged asset lines allow investors to borrow against their portfolio and explore key considerations, risks, and flexibility compared to traditional financing options.
Q1 2026 Market Update: Momentum Between the Headlines
Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here The Masters has always felt like the unofficial start of spring to me. Something about that weekend, the course, the tradition, it just creates a sense of optimism that warmer days are right around the corner. After a long winter here in…