In the News
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey Financial Group | 2025 On July 4th, 2025, a new type of account entered the financial planning landscape: the TRUMP Account, short for Tax-advantaged Retirement for United States Minors Program. For families thinking about long-term…
When salary, equity compensation, and retirement savings all depend on the same employer, concentration risk can threaten everything at once. Here is how to assess your exposure and build a more resilient financial foundation.
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Written by Martin X. Shields, CFP®, AIF®. Explore why disciplined equity compensation planning helps executives manage concentration risk and protect long-term financial goals.
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce’s 2026 Economic Outlook event. The program brought together business and community leaders from across the region for a thoughtful discussion on current economic conditions and the factors shaping the year ahead. Held at the Excelsior Springs Event Center in Saratoga Springs,…
Bouchey Financial Group’s Q4 2025 Market Update explores key market influences, labor trends, and AI’s economic role, offering insights for future investor strategies.
Q1 2026 Market Update: Momentum Between the Headlines
Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here The Masters has always felt like the unofficial start of spring to me. Something about that weekend, the course, the tradition, it just creates a sense of optimism that warmer days are right around the corner. After a long winter here in…