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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How to Maximize Your Retirement Savings This Year 
  Written by: Samantha Masey, CFP®    With the new year in full swing, now is the perfect time to...
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New Year, New Taxes. What Can I Do? 
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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Health, Wealth, for Life: What Advanced Science Can Teach Us About Proper Wealth Management  
    Written by: Ryan Bouchey, CFP®, CPA    "Health…Wealth…For Life"   It's our tagline, we do a fantastic job focusing...
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Cryptocurrency 101: Introduction to the Blockchain and Crypto Currency Mining
    Written by: Catherine Buck, CFP®   Introduction: We are all familiar with exchanging money using mobile payment services...
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Two Ways to Receive a Tax Deduction and Avoid Capital Gains Tax 
Written by: Nicole Gobel CPA, CDFA  This time of year, we prioritize year-end tax planning with our clients. As an...
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The Albany Business Review’s “Best Places to Work 2024” Award Ceremony
Our team was recognized as one of the region's Best Places to Work. This year's theme was inspired by the...
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BFG Making Dinner for the Ronald McDonald House
  Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House...
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Saratoga Chamber: Women in Business Holiday Social
  Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible...
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Year-End Tax Planning: Key Steps to Take Before the Year Ends
  Written by: Scott Strohecker, CFP®, EA   Click here for our 2024 Year End Tax Planning Checklist   As...
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2024 Year End Tax Planning
Play Video Click here for our 2024 Year End Tax Planning Checklist   As we approach the end of 2024,...
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A New Chapter for Crypto? 
Written by: Paolo LaPietra, CFP®   The recent surge in Bitcoin's price, surpassing $76,000 following Donald Trump's re-election, highlights how...
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A Trump Presidency and What Lies Ahead
For two years now we've been hearing a negative narrative about market expectations, while at the same time experiencing strong...
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NAPFA Fall 2024 National Conference
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie...
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Q3 2024 Market and Economic Update
Play Video Please join us for our Q3 Market & Economic Update! As the 3rd quarter comes to a close,...
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What Happens If the Tax Cuts and Jobs Act (TCJA) Expires? 
Written by Vincenzo G. Testa, CPA, CFP®, ECA    The Tax Cuts and Jobs Act was passed in 2017. It...
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Q3 2024 Market Update
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   Q3 2024 Market Update As we enter...
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What Does True Wealth Look Like? 
  Written by: Martin Shields, CFP®, AIF®   When most people think of wealth, they often picture one thing: financial prosperity-the...
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Cybersecurity Webinar
Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your...
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Am I Retiring at the Wrong Time?
  Written by: Harmony Wagner, CFP®, CPWA ®   The decision to retire is not just one decision, but the...
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What to Expect with Fixed Income Investments When the Federal Reserve Cuts Interest Rates 
  Written by: Catherine Buck, CFP®     The Federal Funds Rate is the interest rate banks charge other institutions...
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