q1 2024

Q1 2024 Market and Economic Update

By Samantha Masey | April 10, 2024

As the first quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: 1st Quarter Recap Economic Overview The Fed & Fixed Income Outlook Market Outlook & Expectations Watch the recording below…

Direct Indexing

Unlocking Potential: The Power of Direct Indexing in Wealth Management

By Samantha Masey | March 13, 2024

Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from customization to tax efficiency. Watch our recent webinar to learn more about: What is Direct Indexing Who Can Benefit Technology Enhanced Tax Loss Harvesting What Does This Look Like for You Recording available below! Play…

2024 State of the Economy

2024 State of the Economy Recording

By Samantha Masey | February 9, 2024

Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm What’s Ahead for Bouchey Financial Group Our Economic Outlook Can the Soft Economic Landing of 2023 Continue?  Our Market Outlook & Portfolio Perspectives Q&A You can watch…

Year End Tax Planning Webinar

By Catherine Buck | November 29, 2023

Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will be discussing year-end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Nicole Gobel CPA, CDFA®, Vincenzo Testa CPA, CFP®, and Scott Strohecker, EA.   Topics will…

Q3 2023 Market and Economic Update

By Catherine Buck | October 11, 2023

As the third quarter has come to an end, our focus will be on what we’ve seen so far year-to-date and what economic factors may have the biggest impact on the markets as we close out the year. Our discussion will be led by Chief Investment Officer Ryan Bouchey and Portfolio Strategist Paolo LaPietra. Topics…

Cybersecurity & Fraud Awareness 2023

By Catherine Buck | September 20, 2023

Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your personal information. In this session, our team members John and Harmony will share insights, best practices, and the latest trends in digital security. Topics we will cover include: Cybersecurity Essential Protocols Cybersecurity Threat Landscape…

Webinar: Bouchey Client Portal Tutorial

By Catherine Buck | August 16, 2023

We pride ourselves on providing educational opportunities for our clients. This month’s webinar, hosted by Samantha and Katie, is a tailored walk-through of the Bouchey Client Portal to show you how to navigate and process all of the available information. We will cover: The Portal Dashboard Asset Allocation Account Performance Capital Flows Holdings Available Reports…