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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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...
Written by: Vincenzo G. Testa, CPA, CFP®, ECA On July 4th, 2025, the "One Big Beautiful Bill"...
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,...
Written by: Paolo LaPietra, CFP® Sometimes the market just wants to keep us on our toes. April...
Written by: Vincenzo G. Testa, CPA, CFP®, ECA When most people talk about how much they "pay in...
Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we...
The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club...
Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and...
Written by: Harmony Wagner, CFP®, CPWA® Executives who receive non-qualified stock options (NSOs) as part of their equity compensation...
Written by: John Millet, CPA As a lifelong New York Giants fan, I've always appreciated the career of Eli...
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on mourning Pope Francis just days before their scheduled meeting. A message...
How Does the Social Security Fairness Act Impact Me? Written by: Samantha Masey, CFP® The Social Security...
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One Big Beautiful Bill: Understanding the Key Tax Provisions for Individuals