Bouchey Blog
Written by: Steven Bouchey Why take risk off the table ? We rebalanced our clients’ portfolios a few weeks ago in order to take risk off the table and some asked why with the markets rising like they have. After such a huge run-up in stocks over the past few years, we felt it was…
Market Overview With GDP declining by 2.9% in the 1st quarter, negative investor sentiment soundly in place (as show in Exhibit 1) and weakness in consumer spending, it would have been reasonable to think that the markets would perform poorly in the 2nd quarter. It turned out that just the opposite was true. Not only…
Written by Ryan Bouchey Today, for the first time ever, the Dow Jones Industrials broke the 17,000 mark on the eve of the Fourth of July weekend. The strong performance is driven by a quality jobs number and great manufacturing data from earlier in the week. Although we as a firm prefer the S&P 500…
Written by Stacy Akaka When couples are approaching retirement age and determining the best strategy for receiving their social security benefits, there is one strategy commonly known as ”file-and-suspend” that will allow one of them to start receiving benefits while simultaneously grow both of their long-term benefits. This strategy requires one spouse to file for…
Written by: Ryan Bouchey A common question we see clients face when we discuss financial planning is should they be spending money on their children’s education costs or saving for their own retirement. Although it may be a difficult decision for a parent to make, our advice generally centers around the premise that you only…
Written by: Martin X. Shields As part of our firm’s philosophy of investing in our human capital, we try attending several conferences each year where we complete due diligence and research on investments, global economic trends, best business practices and methods to better utilize our technology. This week several members of our team attended a…
Written by: Martin X. Shields One of the biggest issues facing retirees is longevity and the potential of outliving their assets. Many individuals in their 60s never seem to worry about living past their 80s but as the chart below indicates, for a couple who are both 65 today there is almost a 50% chance…