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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Q3 2025 Market Update: Government Shutdowns & All-time Highs
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major...
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The Retirement Gap Years
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth   Written by: Harmony Wagner, CFP, CPWA   Many...
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Q3 2025 Market Update
Shutdown, Slowing Jobs... And All-Time Highs?   Written by: Ryan Bouchey, Chief Investment Officer   Download Report Here   Market Update ...
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Shutdown, Slowing Jobs… and All-time Highs?
  Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn't be unreasonable to ask:...
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Cybersecurity & Fraud Prevention Webinar
In today's digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for...
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Celebrating $1.5 Billion in AUM: BFG’s Team Retreat in Manchester
Earlier this week, our Bouchey Financial Group team came together in Manchester, Vermont for a retreat to celebrate milestones, strengthen...
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Squares vs. Cancer: Join Us in the Fight Against Breast Cancer
At Bouchey Financial Group, giving back to our community is at the heart of who we are. That's why our...
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A Pattern Emerges in the U.S. Employment Market
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a...
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Simplifying Your Estate for Your Loved Ones
  Written by: Catherine Buck, CFP®     Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and...
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How will Consumers Respond to Tariffs – Testing Economic Theory
    Written by: Martin Shields, CFP®, AIF®   Throughout my Economics Master program in Virginia Tech one of my favorite...
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Narrowing the Gap Between Sentiment and Reality
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we've been discussing...
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One Big Beautiful Bill: Understanding the Key Tax Provisions for Individuals
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household....
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The Big Beautiful Breakdown: What’s In the New Tax Bill?
      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the "One Big Beautiful Bill"...
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Q2 2025 Market Update
What a Ride It's Been   Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update What a ride...
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Q2 2025 Market Update: From Tariff Uncertainty to New All-Time Highs
Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the...
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Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
  Written by: Martin Shields, CFP®, AIF®   For the first 13 years of my career, I worked in corporate finance...
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Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities
  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief...
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Demystifying RMDs: A Strategic Approach to Retirement Withdrawals
Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony...
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Financial Planning in a Forecast of Rain: Finding Stability Amid Weekly Storms
    Written by: Scott Strohecker, CFP®, EA   If you've felt like the weekends have been a wash -...
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Understanding Series-I Savings Bonds 
  Written by: Catherine Buck, CFP®    When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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