Insights & Perspectives
At Bouchey Financial Group we take a great deal of pride in our knowledge and experience and the extensive research we perform to benefit our clients. We encourage you to review our insight and perspective on financial planning and investment management topics.
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The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth Written by: Harmony Wagner, CFP, CPWA Many...
Shutdown, Slowing Jobs... And All-Time Highs? Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update ...
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn't be unreasonable to ask:...
In today's digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for...
Earlier this week, our Bouchey Financial Group team came together in Manchester, Vermont for a retreat to celebrate milestones, strengthen...
At Bouchey Financial Group, giving back to our community is at the heart of who we are. That's why our...
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a...
Written by: Catherine Buck, CFP® Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and...
Written by: Martin Shields, CFP®, AIF® Throughout my Economics Master program in Virginia Tech one of my favorite...
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer One of the themes we've been discussing...
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household....
Written by: Vincenzo G. Testa, CPA, CFP®, ECA On July 4th, 2025, the "One Big Beautiful Bill"...
What a Ride It's Been Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update What a ride...
Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the...
Written by: Martin Shields, CFP®, AIF® For the first 13 years of my career, I worked in corporate finance...
Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO) Our Chief...
Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony...
Written by: Scott Strohecker, CFP®, EA If you've felt like the weekends have been a wash -...
Written by: Catherine Buck, CFP® When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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Q3 2025 Market Update: Government Shutdowns & All-time Highs