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
Unlocking the Value of Independent Financial Advisors
Written by: Samantha Masey, CFP®   As the technology for self-managed investment platforms and robo-advisors advances, many people have begun...
Read More about Unlocking the Value of Independent Financial Advisors
Smart Philanthropy: A Tale of Three Donors
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case...
Read More about Smart Philanthropy: A Tale of Three Donors
Capital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
  Katie, Nicole, and Jamie attended the Women's Business Council (WBC) luncheon this week. It was a networking and interactive...
Read More about Capital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
Artificial Intelligence – The Engine to Drive Growth in the Markets and the Economy
  Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of...
Read More about Artificial Intelligence – The Engine to Drive Growth in the Markets and the Economy
Now You Too Can Expect Fiduciary Guidance on Your Retirement!
  Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you're being...
Read More about Now You Too Can Expect Fiduciary Guidance on Your Retirement!
Social Security Planning: Understanding and Planning Around Benefit Reductions 
    Written By: Catherine (Katie) Buck   We will cover: What is social security? Social Security Planning Benefit Reductions  ...
Read More about Social Security Planning: Understanding and Planning Around Benefit Reductions 
Retire on Your Terms: Planning for Early Retirement
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored...
Read More about Retire on Your Terms: Planning for Early Retirement
Capital Region Chamber: Women’s Business Council Luncheon
Women of Excellence Luncheon 2024   Our team attended the Capital Region Chamber's 33rd Annual Women of Excellence Luncheon last...
Read More about Capital Region Chamber: Women’s Business Council Luncheon
Understanding the FIRE Movement: A Path to Financial Independence and Early Retirement
    Written by: Scott Strohecker, CFP®, EA   In recent years, the FIRE (Financial Independence, Retire Early) movement has...
Read More about Understanding the FIRE Movement: A Path to Financial Independence and Early Retirement
Understanding and Maximizing Your Financial Aid Through FAFSA
  Written by: Paolo LaPietra, CFP®   Navigating the process of financial aid and scholarships is a major step for students...
Read More about Understanding and Maximizing Your Financial Aid Through FAFSA
Money Mishaps: Financial Mistakes to Sidestep for a Wealthier Tomorrow
  Written by: Vincenzo Testa, CPA, CFP®   Living Beyond Your Means In today's consumer-driven society, it's tempting to succumb to...
Read More about Money Mishaps: Financial Mistakes to Sidestep for a Wealthier Tomorrow
Q1 2024 Market Update
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 Off to a Strong Start...
Read More about Q1 2024 Market Update
Q1 2024 Market and Economic Update
As the first quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
Read More about Q1 2024 Market and Economic Update
Two Ways to Provide Cash Flow for an Early Retirement
  Written by: Marty Shields, CFP®, AIF®    Many individuals who want to retire early and only have access to cash...
Read More about Two Ways to Provide Cash Flow for an Early Retirement
Unlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
Read More about Unlocking Potential: The Power of Direct Indexing in Wealth Management
What I Want My Daughters to Know about Managing Money
  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
Read More about What I Want My Daughters to Know about Managing Money
Tax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
  Written by: Samantha Masey, CFP®   Are you a high earner that is no longer eligible to make Roth...
Read More about Tax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
Behavioral Finance: The Psychology of Money
    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an...
Read More about Behavioral Finance: The Psychology of Money
Leaving a Legacy vs. Gifting During Your Lifetime
  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working...
Read More about Leaving a Legacy vs. Gifting During Your Lifetime
2024 State of the Economy Recording
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year....
Read More about 2024 State of the Economy Recording

Stay Up to Date

Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.