Bouchey Blog

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Bouchey Financial Group Friday Morning Outlook

By Samantha Masey | January 8, 2016

Written by: Ryan Bouchey   I was scrolling through my Twitter feed yesterday afternoon (stock price notwithstanding, if you follow the right people it can be an excellent source of news and information), and I came across one of the best tweets to put this week into perspective. It was from Matthew Rose who is…

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How your Social Security strategy may have changed

By Samantha Masey | December 29, 2015

Written by: Ryan Bouchey As you may have heard or read by now, Congress passed their latest Bipartisan Budget Act of 2015 which had a few major implications to some popular social security claiming strategies. The two strategies that will be phased out are the popular “file and suspend” strategy as well as the “restricted…

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2015 Year-End Tax Planning

By Samantha Masey | December 9, 2015

Written by: Martin X. Shields Although it is better to be more strategic with your tax planning and start at the beginning of the year, there is still time to implement strategies to lower your tax liability for 2015. We have highlighted a few of them below. •If you have children or grandchildren, who are…

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Not all Exchange Traded Funds (ETFs) are Created Equal

By Samantha Masey | December 9, 2015

Written by: Ryan Bouchey As you probably know, our firm is a big proponent and user of ETFs, for a multitude of reasons. Over the past couple of years the popularity of ETFs has soared, driven by both institutional advisors as well as the everyday investor. But when it comes to choosing the right ETF,…

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November Jobs Report

By Samantha Masey | December 4, 2015

Written By: Ryan Bouchey The November jobs number was just released and it beat expectations by creating 211,000 jobs versus an expectation of 200,000 jobs. What added to the good news was that October’s surprisingly strong initial jobs number of 271,000 was raised to 298,000. On top of that, wage growth continued to rise, which…

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Schwab Impact 2015

By Samantha Masey | November 13, 2015

Written by: Ryan Bouchey Our firm just attended the annual Schwab Impact conference, held this year in Boston which made it extra special for me. My wife Nikki is originally from Boston and we met while in college at Bentley University which is just outside Boston. To make it even better we were able to…

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New Legislation Impacts Social Security Strategies

By Samantha Masey | November 1, 2015

By Martin X. Shields   First, we’ll start with the good news. This week the U.S. House of representatives and Senate passed a two year budget deal that raised the debt ceiling until March 2017.  U.S Treasury Secretary Jack Lew had stated that the U.S government would begin running out of money on November 3rd if…