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Bouchey Financial Group

Understanding Fixed Income Performance

By Samantha Masey | May 11, 2018

With the increase in stock market volatility we have experienced this year, investors may have wondered why their fixed income positions are showing losses. As a reminder, we view fixed income as a conservative asset class that offsets the risk of the stock portion of diversified portfolios. The primary goal for fixed income is capital…

Bouchey Financial Group

2018 State of the Economy Presentation

By Samantha Masey | March 19, 2018

Bouchey Financial Group was honored to host 300 clients over two nights for our annual State of the Economy presentation. This year’s emphasis was on the recent volatility in the markets, our outlook for 2018 and whether or not economic factors were in place to lead us to a market bubble and/or a recession. You will…

Bouchey Financial Group

Early Look at the Proposed GOP Tax Bill

By Samantha Masey | November 2, 2017

Written by: Ryan Bouchey Today members of the House Ways & Means Committee passed their version of the tax bill which is the latest step to getting the much anticipated tax reform President Trump has promised. Let’s dig in to some of the details to see how it may affect you. Top tax rate remains…

Bouchey Financial Group

Pension Annuity vs. Lump Sum: How to Decide

By Samantha Masey | June 15, 2017

Written by: Marty Shields We are seeing more situations where our clients who are close to retiring from large companies such as GE, National Grid, Golub and Verizon are being offered early retirement packages to incentivize them to leave a few years earlier than they expected. These packages frequently offer an option to take a…

Bouchey Financial Group

Can the “Trump Rally” Continue?

By Samantha Masey | March 15, 2017

Written by: Steven Bouchey Before we talk about whether or not President Trump can take credit for this rally, let’s look back at some of the lowest, deepest and darkest days for investors. As I write this we’re celebrating the eight-year anniversary of the end of the “Great Recession” and the beginning this bull market…

Bouchey Financial Group

April Jobs Report

By Samantha Masey | May 7, 2016

Written by Ryan Bouchey: The April jobs report came in well off its expected 200,000 number as the U.S. economy only created 160,000 last month. Is this an indication that the economy is doing worse than expected? Or is it a blip in the radar? Well there’s a few different ways to look at it.…

Long-Term Care Planning: Fact or Fiction

By Samantha Masey | July 29, 2015

By: Brian M. Johnson, MBA, CLTC, New York Long-Term Care Brokers Planning for Extended Health Care is one of the most important planning considerations for retirees.  Long-Term Care Insurance is the one insurance coverage specifically designed to cover the costs of extended health care.  Still, many people don’t educate themselves on this valuable protection.  The…