Bouchey Blog
Written by: Marty Shields, CFP®, AIF® A Health Savings Account (HSA) is a type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. These expenses include deductibles, copayment, and long-term care insurance. HSA funds generally cannot be used for health insurance premiums, and you can…
Written by: Paolo LaPietra, CFP® Last week was another step in the right direction for the fight against inflation with December’s CPI coming in at 6.5%. This would make the sixth consecutive month of declining inflation, down from 7.1% in November. Inflation has been a dark cloud hovering over the stock market, bond market, and…
Tis the season to give back and I along with my team try our best to make a difference in the lives in our communities. I know firsthand there are many folks who find it hard to put food on the table, buy gas or pay their heating bills so I’ve been to Walmart a…
Written By: Harmony Wagner, CFP® Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 the last week of December, and with it came many changes for retirees and those saving for retirement. With over 4,000 pages, the bill is a significant one, addressing topics such as Required Minimum Distributions (RMDs), 401(k)…
This holiday season our organization was able to support some families in need in our local community through Commission on Economic Opportunity. Lauren Bouchey shopped and wrapped the weeks leading up to delivering our Christmas gifts to Kate Maciol and her dynamic team for numerous families. Their mission is “Changing lives, improving our community “, which…
Tis the season to be grateful for all that we have, and for me, to serve others in our community or on the streets who can use a helping hand. But this weekend, I celebrated with my 18 amazing professionals who I’m blessed to work with to manage our clients’ wealth. We took over the…
2023 State of the Economy Recording
Watch the 2023 State of the Economy presentation for our outlook on the markets and economy for the coming year. Steven Bouchey and his team will discuss: The State of the Firm 2022 In Review What’s Driving Investment Sentiment Challenges and Opportunities Planning Perspectives The Markets and Portfolio Outlook Watch the presentation below and download…