Bouchey Blog
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself with a significant sum of money or assets that can potentially impact your financial future. However, it is essential to approach these situations with careful consideration and thoughtful planning. Depending on what assets are inherited,…
Written by: Martin Shields, CFP®, AIF® For the past decade, the U.S. Dollar has experienced a sustained rally against other currencies with gains of almost 50% from its lows of 2011. These gains were propelled by the resilience of the U.S. economy, relatively high interest rates compared to other developed countries and a safe haven…
The women on our team were able to take part in a women and wealth event this past week that provided an opportunity for networking and financial education. At Bouchey Financial Group, we understand the importance of inclusivity and take pride in empowering women through personal wealth management. We look forward to future events like…
Written by: Nicole A. Gobel, CPA, CDFA® Treasury Chief Janet Yellen’s announcement last week stated that we may reach the debt ceiling as soon as June 1st. While negotiations are in the works, we can provide background on the debt ceiling and possible future outcomes. This article will address: What is the debt ceiling? What…
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in the investment and financial planning discussions, and the other spouse is what we might consider “disengaged” from those topics. Even when one spouse does not seem interested in engaging in household financial matters, it is…
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given the challenges the market faced in 2022 and continues to face in 2023, the first quarter was quite the start to the year. The word that comes to mind to describe the first three months…
Are I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…