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.
All
- All
- Webinars/Videos
- Bouchey Blog
- Podcasts/Radio
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an...
Our team was recognized as one of the region's Best Places to Work. This year's theme was inspired by the...
Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House...
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible...
Written by: Scott Strohecker, CFP®, EA Click here for our 2024 Year End Tax Planning Checklist As...
Play Video Click here for our 2024 Year End Tax Planning Checklist As we approach the end of 2024,...
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin's price, surpassing $76,000 following Donald Trump's re-election, highlights how...
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie...
Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close,...
Written by Vincenzo G. Testa, CPA, CFP®, ECA The Tax Cuts and Jobs Act was passed in 2017. It...
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Q3 2024 Market Update As we enter...
Written by: Martin Shields, CFP®, AIF® When most people think of wealth, they often picture one thing: financial prosperity-the...
Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your...
Written by: Harmony Wagner, CFP®, CPWA ® The decision to retire is not just one decision, but the...
Written by: Catherine Buck, CFP® The Federal Funds Rate is the interest rate banks charge other institutions...
Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth...
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key...
Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating...
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a...
Stay Up to Date
Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.
A Trump Presidency and What Lies Ahead