Bouchey Blog
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie Buck, attended the conference to network with other Fee-Only advisors from across the country. They attended multiple day sessions encompassing a range of topics such as, Health Care Cost Planning; Advanced Estate and Trust Planning;…
Written by Vincenzo G. Testa, CPA, CFP®, ECA The Tax Cuts and Jobs Act was passed in 2017. It revamped the United States Tax Code and brought significant tax breaks to both individuals and businesses. However, many of its provisions are set to expire at the end of 2025. If the TCJA is not…
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Q3 2024 Market Update As we enter the 4th quarter, it’s still somewhat amazing to me the strength we continue to see in the current market landscape. It’s been roughly two years since every economist out there had predicted in impending recession,…
Written by: Martin Shields, CFP®, AIF® When most people think of wealth, they often picture one thing: financial prosperity-the state of being rich. While this definition works, it’s quite limited. It overlooks other important aspects of life that can be just as valuable, if not more so, than money. I prefer a broader definition…
Written by: Harmony Wagner, CFP®, CPWA ® The decision to retire is not just one decision, but the culmination of many smaller ones. A soon-to-be retiree faces questions that will affect their retirement success, such as when to take Social Security, to where they may want to live in retirement. While some of…
Written by: Catherine Buck, CFP® The Federal Funds Rate is the interest rate banks charge other institutions for lending overnight and is set by the Federal Reserve (Fed). It is one of the primary monetary policy tools the Fed uses to maintain their dual mandates of promoting maximum employment and price stability.…
A Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…