In the News
In a quarter defined by an oil supply shock, a sharp reversal in inflation, and an AI trade that continues to broaden, understanding what moved markets in the second quarter helps investors make sense of the road ahead. Join Bouchey Financial Group for our Q2 2026 Market & Economic Update, where our investment team walks…
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: 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…
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.
October Market Insights: Growing Our Way Out – Why AI Productivity Compounds
Growing Our Way Out: Why AI Productivity Compounds By Edward Wilhelm, Senior Portfolio Trader | Investment Analyst , Bouchey Financial Group | September 2026 You’ve probably seen the headlines: the 10-year Treasury yield just hit its highest level since 2007, only days after the Fed raised rates for the first time in more than three…