Webinars/Videos
In today’s digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for an informative Cybersecurity & Fraud Prevention Webinar, where our experts share practical strategies to help you stay safe online and guard against evolving threats. Presented by John Millet, CPA, and David Clarke, this session…
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…
After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey Financial Group Qualified All Equity Model: how it is constructed, how it is performing, and why two recent rebalances have shaped its current posture. Join Bouchey Financial Group for our May 2026 Portfolio Review, where…
Watch the 2026 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 Economic Outlook Portfolio Positioning AI: The Intersection of the Economy, Markets and Beyond Advanced Planning Download the 2026 State of Economy Presentation Slides to follow along. Download…
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.
Play Video Click here for our 2025 Year End Tax Planning Checklist As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®. Topics include:…
Q3 2026 Market and Economic Update
Join Bouchey Financial Group for our Q3 2026 Market & Economic Update, where our investment team walks through the macro forces that shaped the quarter, from the Strait of Hormuz disruption and its ripple through energy and inflation, to a cooling labor market and the Federal Reserve’s path forward. Presented by Paolo LaPietra, Director of…