Women and Wealth  ·  August 25, 2025  ·  Universal Preservation Hall
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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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Q2 2026 Market Update: Macro Landscape & Portfolio Performance
In a quarter defined by an oil supply shock, a sharp reversal in inflation, and an AI trade that continues...
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How Landlords Can Exit Real Estate and Defer Taxes with a DST
How Landlords Can Exit Real Estate and Defer Taxes with a DST By Vincenzo Testa, CPA, CFP®, Wealth Advisor &...
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TRUMP Accounts for Children: What Parents and Grandparents Need to Know
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey...
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June Market Insights: From Rockets to Donuts – Making Sense of the IPO Wave
From Rockets to Donuts: Making Sense of the 2026 IPO Wave By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst,...
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The Hidden Risk of Working for a Public Company: Concentration Risk and Your Financial Future
By Vincenzo G. Testa, CPA, CFP®, ECA — Bouchey Financial Group Employees of publicly traded companies often receive more than...
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Let’s Review Your Investments: Inside the All Equity Model
After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey...
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May Market Insights: Why April’s Reset Was Healthy
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this...
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Financial Planning for Physicians: What Most Advisors Miss
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of...
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Q1 2026 Market Update: Momentum Between the Headlines
Written by: Paolo LaPietra, Director of Portfolio Strategy   Download Report Here   The Masters has always felt like the...
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2026 State of the Economy Presentation
Watch the 2026 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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March Market Insights: Hardware vs. Software
Written by: Edward Wilhelm A familiar pattern continued to emerge in markets this February. Companies building the infrastructure of artificial...
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Equity Compensation Planning: Yes, the Stock Price Can Also Decline
Written by: Martin X. Shields, CFP®, AIF® When I work with clients who receive equity compensation, three primary areas guide...
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Borrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
Written by: Harmony D. Wagner, CFP®, CPWA® When purchasing a second home, an investment property, or a lifestyle asset, high...
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2026 Economic Outlook Event Highlights
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce's 2026 Economic Outlook event. The program...
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Q4 2025 Market Update: The Story of Momentum
In a year shaped by evolving economic conditions and rapid technological change, understanding what influenced markets in 2025 is essential...
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Steven Bouchey Supports The Flutter Club’s Flutter Express Program
Community involvement has long been an important part of Bouchey Financial Group's culture. As a family-owned Registered Investment Advisor serving...
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Q4 2025 Market Update
A Market Built on Capital, Earnings, and Policy   Written by: Paolo LaPietra, Director of Portfolio Strategy   Download Report...
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January Market Insights: Economy, the Fed, and AI
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while...
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BFG Values & What it Means
Written by: Ryan Bouchey, CPA, CFP®   The New Year is a great time to look ahead at all the...
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Seven Achievable Financial Goals to Focus on in 2026
  Written by: Catherine Buck, CFP® 2025 felt like a whirlwind with an ever-growing, daunting "to-do" list. To start the...
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