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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Selling or transitioning a medical practice is one of the most financially complex events a healthcare professional will face. It...
Female founders navigating these challenges don't need generic financial planning - they need strategies built around business equity, income volatility,...
Owning a healthcare practice means your financial life operates on two tracks simultaneously. There is the business: payroll, overhead, reimbursement...
Physicians face a financial planning landscape that most generalist advisors are not equipped to navigate. High income, complex compensation structures,...
Most physicians use one firm for investments and another for taxes. The investment advisor builds a portfolio without knowing the...
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this...
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of...
Watch the 2026 State of the Economy presentation for our outlook on the markets and economy for the coming year....
Written by: Edward Wilhelm A familiar pattern continued to emerge in markets this February. Companies building the infrastructure of artificial...
Written by: Martin X. Shields, CFP®, AIF® When I work with clients who receive equity compensation, three primary areas guide...
Written by: Harmony D. Wagner, CFP®, CPWA® When purchasing a second home, an investment property, or a lifestyle asset, high...
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce's 2026 Economic Outlook event. The program...
In a year shaped by evolving economic conditions and rapid technological change, understanding what influenced markets in 2025 is essential...
Community involvement has long been an important part of Bouchey Financial Group's culture. As a family-owned Registered Investment Advisor serving...
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report...
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while...
Written by: Ryan Bouchey, CPA, CFP® The New Year is a great time to look ahead at all the...
Written by: Catherine Buck, CFP® 2025 felt like a whirlwind with an ever-growing, daunting "to-do" list. To start the...
Written by: Martin X. Shields, CFP®, AIF® Marriage changes how financial decisions are made, shared, and prioritized. Effective financial planning...
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Q1 2026 Market Update: Momentum Between the Headlines