Bouchey Blog
Prepare for the Changes from the One Big Beautiful Bill: What Can I Do? Written by: Vincenzo G. Testa, CPA, CFP®, ECA The One Big Beautiful Bill (OBBB) takes effect in 2025 and brings some of the most significant tax changes in years. While much of the law aims to simplify taxes, the real…
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth Written by: Harmony Wagner, CFP, CPWA Many young professionals in their working years focus on building their wealth. As retirement approaches, the impact of taxes narrows the focus to maximizing the after-tax value of one’s wealth. With required minimum distributions on the…
Team Bouchey recently spent the day volunteering at the Ronald McDonald House in Albany, preparing a fresh salad and pasta bar for families staying at the House. It was a meaningful opportunity for our team to come together and support an organization that provides comfort, care, and stability to families with children receiving medical treatment.…
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn’t be unreasonable to ask: “Are we really still at all-time highs in the market?” Despite a government shutdown (with little sign of resolution on either side), a cooling labor market, and no shortage of headlines to scare us away,…
Earlier this week, our Bouchey Financial Group team came together in Manchester, Vermont for a retreat to celebrate milestones, strengthen connections, and enjoy time outside the office. Reaching $1.5 billion in assets under management is more than just a milestone – it’s a reflection of the trust our clients place in us and the dedication…
At Bouchey Financial Group, giving back to our community is at the heart of who we are. That’s why our advisors are proud to be part of Squares vs. Cancer, a special fundraising event benefiting the American Cancer Society. On Thursday, October 9, join us at Harvey’s Restaurant and Bar for an afternoon of football,…
Q3 2025 Market Update
Shutdown, Slowing Jobs… And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update We begin the fourth quarter in the midst of a government shutdown, slowing of the labor market, worrying headlines and….all-time highs. Quite the backdrop for the current state of markets and the economy, but one…