Bouchey Blog

Going with the “Experts”

By Samantha Masey | November 26, 2019

Written by Ryan Bouchey With so many news stories to consume on a day to day basis, the one that I’ve been fascinated with since the summer has been the story of WeWork and its founder, Adam Neumann. The rise and fall of this company in such a short period of time will be written about for…

Alpha Beta Soup

By Samantha Masey | November 15, 2019

The analytical revolution in sports is a natural byproduct of the information arms race. As teams become more aware of the importance of data, they develop new and innovative analytical techniques. Coaches and general managers then use this information to guide their strategic decisions to give their team an edge. This has led to what…

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Safety First! A Cybersecurity Awareness Month PSA

By Samantha Masey | October 18, 2019

Written by Harmony Wagner I remember the day my dad brought home what my young siblings and I thought was the latest and greatest thing: a beeper. We begged him to show us how it worked and to let us call it from our landline phone. At the time, we had no idea just how…

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Q3 2019 – Quarterly Webinar Recording

By Samantha Masey | October 18, 2019

Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath discuss the current economic trends, including areas of concern, and why we think the market may still have some room to grow.

Qualified Charitable Distributions from IRAs

By Samantha Masey | October 11, 2019

With another year coming to an end, year-end planning decisions are on the minds of many of our clients. During these planning discussions, I am surprised about how many people are unaware of what a qualified charitable distribution (QCD) is. Whether used to satisfy charitable goals or reduce taxes, it is a beneficial strategy to…

Look to the Stars

By Samantha Masey | September 25, 2019

We are all guilty of it, me especially. When looking for a product online, a restaurant to try, or a movie to rent, we look at a crowdsourced ranking to determine if it is worthy of our time and/or money. Quick aside: I once caught myself reading reviews for a set of dinner forks on…

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A Quick Guide to Dollar Cost Averaging

By Samantha Masey | September 6, 2019

Written by Harmony Wagner As most investors know, it is nearly impossible to predict the perfect time to invest outside cash. When stocks are performing well, investors may be concerned that the market is at its peak; during a market correction, investors may fear how much more it could drop before recovering. The unpredictability of…