Bouchey Blog
Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany Business Review’s “Best Places to Work”. Our firm’s success starts with our team. This nomination is a testament to our incredible team and the fantastic work culture we’ve built together. We value their commitment, unwavering…
Written by: Paolo LaPietra, CFP® Just as I was getting used to writing ‘2023’, next week is November and we are already beginning our year-end planning conversations. There’s a handful of topics that fall under this umbrella, but this blog will specifically cater to investors with mutual funds in their taxable portfolios. It’s worth…
Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their “why” when it comes to building wealth. The motivation to work hard and save money throughout their careers is to set their children and grandchildren up for a better financial life than they may have experienced otherwise. Unfortunately,…
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It’s hard to believe that we’re already entering the 4th quarter of 2023. As I started writing my overview last week, I felt this may be a welcome sign as we rid ourselves of the volatility…
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…
Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful to frame the portfolio decisions from different perspectives. Commonly, individuals view their investment portfolio only in the context of the stock market, the economy, and the political environment. This perspective often causes individuals to make…
Written by: Catherine (Katie) Buck Debt is an integral part of many people’s lives. In fact, it is a part of our culture to incur debt to buy a home, build a business, or finance education. We intend to use debt as a tool to better our lives and achieve our financial goals. However,…