Bouchey Blog
Written by: Scott Strohecker, CFP®, EA As the year draws to a close, charitable organizations ramp up their fundraising efforts-and many individuals begin thinking about how to give back. For donors, year-endcharitable giving isn’t just an opportunity to make a meaningful impact; it’s also a valuable moment for thoughtful tax planning. While working with clients on…
Written by: Paolo LaPietra, CFP® Every generation gets its defining investment story, and right now it is AI. Not the harmless “let’s ask ChatGPT” version, but the trillion-dollar, power guzzling, data center everywhere version that is reshaping the market. The numbers have reached a point where they barely feel real. Nvidia reached a five trillion-dollar…
Last week, we were honored to host the “Planning with Purpose” seminar at Bouchey Financial Group in collaboration with Ryan Bouchey and Jim LeBrou (RLGC). We welcomed an engaged group of attendees who came ready to explore meaningful estate-, tax-, and financial-planning strategies for all stages of life. From the opening remarks through tactical break-out…
Written by: Ryan Bouchey, Chief Investment Officer I’ve been thinking a lot about the economy and, more specifically, the missing jobs reports from September and soon to be October. Many headlines over the past few weeks have included job cuts from major U.S. employers – Amazon slashing 34,000 jobs and almost 10% of their office workforce,…
Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at the Dunes brought women together to learn, connect, and feel supported through every chapter ahead. Hosted on October 22nd, the event featured three expert panelists who shared guidance across key areas of financial planning: Harmony…
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…
December Market Insights: A Month of Headlines & Opportunity
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…