Bouchey Blog

What Happens if the Debt Ceiling is Not Raised?

By Catherine Buck | May 8, 2023

Written by: Nicole A. Gobel, CPA, CDFA®  Treasury Chief Janet Yellen’s announcement last week stated that we may reach the debt ceiling as soon as June 1st. While negotiations are in the works, we can provide background on the debt ceiling and possible future outcomes. This article will address: What is the debt ceiling? What…

I Bonds

Are I Bonds Still A Good Investment?

By Samantha Masey | April 27, 2023

Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…

Involve a Disengaged Spouse

How to Involve a Disengaged Spouse in Household Finances

By Samantha Masey | April 17, 2023

Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in the investment and financial planning discussions, and the other spouse is what we might consider “disengaged” from those topics. Even when one spouse does not seem interested in engaging in household financial matters, it is…

Q1 2023 Report

Q1 2023 Market Update

By Samantha Masey | April 6, 2023

Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given the challenges the market faced in 2022 and continues to face in 2023, the first quarter was quite the start to the year. The word that comes to mind to describe the first three months…

tax day

Tax Day: Upcoming Deadlines To Be Aware Of

By Samantha Masey | March 29, 2023

 Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying “Nothing is certain except death and taxes.” While this seems to hold true, the first Federal income tax in the United States dates back to the Civil War. To help pay for the war, President Abraham Lincoln announced the new income tax during…

Uncertainty From The Fed & Recent Banking Woes

By Samantha Masey | March 24, 2023

As part of the investment committee’s responsibility, our team is always tuned into the markets – whether during trading sessions or after hours reading, hoping to make sense of macro, micro, technical, fundamentals and everything in between. In the past two weeks this has intensified given what we saw in the banking sector with the…

529 plan

6 Strategies for Unused 529 Plan Funds

By Samantha Masey | March 13, 2023

Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…