Bouchey Blog

Why do we Own Bonds?

By Samantha Masey | August 21, 2019

Written by: Ryan Bouchey It’s a question we often hear from clients – “Why do we own bonds?” This became a common theme at the start of 2018 as interest rates were rising and the price of bonds were declining. The general rule of thumb is the price of bonds move in the opposite direction…

The Necessities for a Bear (and Bull)

By Samantha Masey | August 9, 2019

Certain words and phrases are used so frequently in everyday conversations that we often don’t know the origins. Think about how often we utter things like, “it’s raining cats and dogs” without knowing why. Even the internet can’t agree (crazy, right?) on the genesis of that expression and many other idioms. With that being said,…

Q2 2019 – Quarterly Webinar Recording

By Samantha Masey | August 1, 2019

Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath give their thoughts on recent moves by the Federal Reserve and the current economic outlook.

Social Security: When to Start Your Benefits?

By Samantha Masey | July 26, 2019

Written by: Paolo Lapietra While working with soon to be retirees on their financial plan, one of the most common questions I get is “When should I start taking my Social Security?” To wait or not to wait will be on the minds of many people getting ready to retire, and unfortunately there isn’t a…

What They Don’t Tell You About Retirement

By Samantha Masey | July 18, 2019

Written by Martin Shields For most individuals in their working years, retirement is an oasis in the future where the stress of work is gone, the sun is always shining on their day of golf and travel to idyllic settings is commonplace. This is the view people have of the time they become financially independent…

Taking Advantage of Health Savings Accounts (HSAs)

By Samantha Masey | July 12, 2019

Written by Harmony Wagner The number of employers offering health savings accounts (HSAs) as an employee benefit has grown dramatically in recent years. Unfortunately, many people may not be aware of how these accounts work or how to evaluate whether they are a good option. A health savings account is a tax-advantaged account that can…

How to Make the Most of Your 401(k)

By Samantha Masey | July 5, 2019

You work hard for your money and therefore should make the most out of your retirement savings. With half of the year already behind us, I thought it would be an appropriate time to review steps to make sure that your 401(k) is working as hard as you are for your retirement as there is…