Bouchey Blog
Author: Martin X. Shields, CFP For most investors, bonds play an important role in their portfolio of providing income and capital preservation in times of volatility. For the past 40 years, having a bond allocation in a portfolio has been very beneficial because the U.S. 10-year Treasury rate has declined from a high of more…
Visit the link below to hear Steven Bouchey, Martin Shields, and Nicole Gobel present their recap of the first quarter of 2021 and what we expect for the rest of the year, as well as some potential tax changes that may be ahead. Please feel welcome to follow along with the presentation slides by clicking…
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…
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,…
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…
“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…
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…