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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Removing the Emotions from Investing
      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we...
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CDPHP Workforce Team Challenge 2025
  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club...
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Navigating Uncertainty: Key Tariff and Market Updates
Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and...
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Cash In or Hold Tight? How to Decide When to Exercise Your Non-Qualified Stock Options 
  Written by: Harmony Wagner, CFP®, CPWA®    Executives who receive non-qualified stock options (NSOs) as part of their equity compensation...
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Avoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing
Written by: John Millet, CPA As a lifelong New York Giants fan, I've always appreciated the career of Eli Manning....
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Reflections from Steven Bouchey in Rome: Honoring Pope Francis in Local & Global Interviews
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on mourning Pope Francis just days before their scheduled meeting. A message...
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How Does the Social Security Fairness Act Impact Me? 
How Does the Social Security Fairness Act Impact Me?      Written by:  Samantha Masey, CFP®    The Social Security...
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Q1 2025 Market Update
Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines...
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Steven Bouchey Urges Caution During Stock Market Volatility
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are...
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2025 State of the Economy Recording
Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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Hart Cluett Museum Gala 2025
Bouchey Financial Group team members Martin Shields and John Millet joined community members and supporters of the Hart Cluett Museum...
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What You Should Know About SIMPLE IRAs in 2025 
  Written by: Catherine Buck, CFP®    New changes for the SIMPLE IRA are set to take effect in 2025,...
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Understanding Trump’s Tariffs: What They Mean for Trade and the Economy 
  Written by: Paolo LaPietra, CFP®    With tariffs playing a central role in President Trump's economic strategy, they have...
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Dreaming of Warmer Weather in Retirement? 
  Written by: Harmony Wagner, CFP®, CPWA®  In the depths of Northeast midwinter, many of us dream of sunnier climates....
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Should Investors Be Concerned About the rising U.S. National Debt?
  Written by: John Millet, CPA The U.S. national debt has been an important topic in economic and financial discussions....
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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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