Bouchey Blog

Women Advisor Summit: New York City

By Catherine Buck | November 10, 2023

  Our team attended Investment News’ 2023 “Women Advisor Summit” in Tribeca, New York. The opening keynote speaker Mandy Gilbert addressed inclusive decision making. The panels discussed a myriad of topics pertaining to leadership, authenticity, business growth and navigating tomorrow’s opportunities. They enjoyed networking with a diverse group of women who all share a passion…

2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare

By Catherine Buck | November 7, 2023

Written by: Nicole Gobel CPA, CDFA   Inflation is not in and of itself negative as we would expect a reasonable increase in all areas over time. Discussions over the last couple years on this topic have often centered around the higher cost of goods, services and housing, and how it has affected the average…

Navigating Student Loans: Repayment Options and Strategies

By Catherine Buck | November 2, 2023

  Written by: Scott Strohecker, EA   Introduction: Entering the world of higher education often means taking on the financial responsibility of student loans. While pursuing education is important for personal and professional growth, managing the repayment of student loans can be a daunting task. Understanding the various repayment options and implementing effective strategies can significantly…

Albany Business Review’s Best Places to Work 2023

By Catherine Buck | October 26, 2023

    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…

Understanding Capital Gain Distributions from Mutual Funds

By Catherine Buck | October 26, 2023

  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…

Beating the Odds: Preserving Family Wealth through Generations

By Catherine Buck | October 18, 2023

    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,…

Q3 2023 Market Update

By Catherine Buck | October 6, 2023

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…