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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Is This What Capitulation Feels Like???
Capitulation means "to surrender or give up" when it comes to investing. I'm not sure how close we are to...
WGY Mornings with Doug Goudie – May 4th, 2022 – Bouchey Financial Group
Today's topics include: The Federal Reserve's decision to raise interest rates How the rise in interest rates will affect the...
What Is The Difference Between Medicare and Medicaid?
Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we...
Webinar Recording: Q1 2022 Market and Economic Update
After strong market volatility in the first quarter, the BFG investment team will provide guidance on what to expect with the...
What is a Qualified Charitable Distribution?
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If...
Saving for the Next Generation
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends...
Do I Need to Take a Required Minimum Distribution?
Written by: Nicole Gobel, CPA In every industry there are acronyms. In the investment advisory and tax planning world, RMD...
Planning for College Expenses
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
Webinar Recording: Financial Planning Tips for Working Professionals
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion...
Six Steps to Create an Effective Estate Plan
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it...
Happy International Women’s Day
Today we are excited to celebrate International Women’s Day with our team, our families and our clients. Here at Bouchey...
Behavioral Finance and Its Impact on Investing
Starting my career in finance at the turn of the century, I have lived through some of the best and...
Webinar Recording: Making Sense of the Market
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine,...
Ukraine People, War and Markets
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect...
Home Office Tax Deductions: Is Working From Home Working for You?
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021...
How Will Rising Interest Rates Affect Stocks?
Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been...
WGY Mornings with Doug Goudie – February 9th, 2022 – Bouchey Financial Group
Today's topics include: Pfizer's projected forecast for 2022 salesPeloton's CEO stepping down and how that will affect the company's futureJeff...
A Young Professional’s Guide to Saving for Retirement
Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact...
Three Reasons to Consider a 401(k) Rollover
Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make...
How Much Do I Need to Retire?
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor...

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