Bouchey Blog
Written by Paolo Lapietra It’s always an interesting conversation when discussing budgeting with clients, colleagues, friends and family. The common theme is everyone is turned off by the thought of budgeting and the reasonings range from ‘I make enough to not have to worry,’ ‘I don’t make enough to even pay my essentials,’ or my…
Written by Martin Shields We are strong proponents of Roth IRAs because any growth and income in the account is tax free and unlike traditional IRAs, there are no Required Minimum Distributions (RMDs) for the account owner. Although these accounts have many benefits, it can be difficult to contribute to a Roth IRA because of…
Written by Ryan Bouchey I’m not going to bore you with the details of today’s jobs report, but it was fairly weak considering the recent strength we’ve experienced. The U.S. created 75,000 jobs for the month of May vs. expectations of 175,000, unemployment stayed at 3.6% and wage growth slowed to 3.1%. My first thought with this number is…
Written by: Harmony Wagner College graduation season is now in full swing, and the next class of graduates is preparing to celebrate the accomplishment of earning a college degree. Once the excitement of graduation dies down, many recent graduates (along with their parents) are left wondering what the next season of life holds and how…
If a family member dies, and you inherit their IRA, there are special rules regarding mandatory distributions that you need to be aware of. Depending on your relationship with the person who passed away and their age, you may be required to take annual distributions from the IRA, regardless of your age. And if you…
After the markets struggled in the last quarter of 2018, many investors were concerned about what the new year would bring. Please visit the link below to hear Ryan Bouchey, Martin Shields, and David Rath discuss the first quarter of 2019 and our outlook on the rest of the year. You can follow along with the PDF version of our presentation…
“When the facts change, I change my mind. What do you do, sir?” This quote is often attributed to the British economist John Maynard Keynes. As is often the case with quotes that are easily and universally referenced to make a point, what he originally said was most likely somewhat different, but it helps…