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® When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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 Manning....
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...
Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines...
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are...
Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year....
Bouchey Financial Group team members Martin Shields and John Millet joined community members and supporters of the Hart Cluett Museum...
Written by: Catherine Buck, CFP® New changes for the SIMPLE IRA are set to take effect in 2025,...
Written by: Paolo LaPietra, CFP® With tariffs playing a central role in President Trump's economic strategy, they have...
Written by: Harmony Wagner, CFP®, CPWA® In the depths of Northeast midwinter, many of us dream of sunnier climates....
Written by: John Millet, CPA The U.S. national debt has been an important topic in economic and financial discussions....
Written by: Samantha Masey, CFP® With the new year in full swing, now is the perfect time to...
Written by: Vincenzo Testa, CPA, CFP®, ECA As we roll into January 2025, it's time to focus on more than...
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Defined-Outcome ETFs: Clarity in Uncertain Times