Bouchey Blog

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What you need to know to keep your Medicare Premiums from Increasing

By Samantha Masey | February 26, 2021

Written by Martin Shields   The surprise that many new retirees find when they start receiving Medicare at age 65 is that their annual premiums will go up if their income increases.  This added premium amount is known as Income-Related Monthly Adjustment Amount (IRMAA).  These added premium amounts only impact your Medicare premiums for Parts…

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How COVID-19 Might Impact Your Taxes

By Samantha Masey | February 19, 2021

It’s been nearly a year since COVID-19 entered our lives, and since then the pandemic has affected nearly every part of life for most people in the U.S. and around the world. It is no surprise that COVID-19 will have an impact on 2020 taxes for many people. At the time this article was written,…

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End of Year Planning Checklist

By Samantha Masey | December 2, 2020

It may be hard to believe, but we are nearing the end of 2020. The end of the year is an opportune time to evaluate your financial situation, review your risk management plan, and define action steps for any items that need to get done before year-end.   To assist with this process, we have…

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Making Sense of the Market

By Samantha Masey | November 6, 2020

“The stock market is never obvious. It is designed to fool most of the people, most of the time.” Jesse Livermore As I write this, there is still not a declared winner in the 2020 election although it would appear that Joe Biden looks poised to secure the necessary 270 electoral votes. Regardless of the…

Election Thoughts

By Samantha Masey | October 29, 2020

Written by: Ryan Bouchey We’re less than a week away from what many consider the biggest election of our lifetime (aren’t they all?). I wanted to highlight some talking points we’ve been discussing  with clients regarding two of the biggest concerns – the election and Covid.  At this point, there is a lot of overlap…

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How to Make Money

By Samantha Masey | October 16, 2020

In the stock market, there are a variety of ways to make money. What’s interesting is that once an individual identifies as a certain type of investor, I’ve noticed that there seems to be a general tribe mentality of right and wrong ways to make money. Whether you are a high frequency day trader or…

Q3 2020 – Quarterly Webinar Recording

By Samantha Masey | October 9, 2020

Visit the link below to view our latest webinar in which Ryan Bouchey, Marty Shields, and David Rath provide their thoughts on continuing COVID concerns, including the sectors that have been most impacted by the pandemic, and how we have positioned our clients’ portfolios in light of the current market factors. Please feel welcome to follow along with…