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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Behavioral Finance: The Psychology of Money
    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an...
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Leaving a Legacy vs. Gifting During Your Lifetime
  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working...
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2024 State of the Economy Recording
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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Investing 101: Understanding the Different Types of Accounts
      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial...
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Managing Your Investment Portfolio in 2024: Four Essential Tips
Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains...
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Q4 2023 Market Update
What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most...
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Financial Resolutions for the New Year: Building a Stronger Financial Future in 2024
  Written by: Samantha Masey, CFP® As we say goodbye to last year and usher in 2024, it is the...
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Are You in Financial Alignment? Why being in financial alignment can make all the difference to your long-term goals.
Written by: Ryan Bouchey, CPA, CFP   Maybe one of the simplest concepts in personal finance and investing, yet one of...
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Happy Holidays
Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the...
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Building Your Future: A Guide to Retirement Savings by Age
  Written by: Vincenzo Testa, CPA, CFP®   Planning for your golden years is a task that should ideally begin...
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Investing is Hard: The Price of Successful Investing
  Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing...
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Year End Tax Planning Webinar
Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will...
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What is a Mega Backdoor Roth and Is it Right for You? 
  Written by: Marty Shields, CFP®, AIF®  A mega backdoor Roth is a strategy that allows individual investors to contribute...
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Emergency Funds: Why You Need One & How to Build It
  Written by: Catherine (Katie) Buck   The basic financial advice for young adults is building an emergency fund to...
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Women Advisor Summit: New York City
  Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
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2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare
Written by: Nicole Gobel CPA, CDFA   Inflation is not in and of itself negative as we would expect a...
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Navigating Student Loans: Repayment Options and Strategies
  Written by: Scott Strohecker, EA   Introduction: Entering the world of higher education often means taking on the financial responsibility...
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Albany Business Review’s Best Places to Work 2023
    Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany...
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Understanding Capital Gain Distributions from Mutual Funds
  Written by: Paolo LaPietra, CFP®   Just as I was getting used to writing '2023', next week is November and...
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Men Wear Pink: American Cancer Society Fundraiser
  Members of our team attended Marty Shields' "Men Wear Pink" Cocktail Hour to raise money for the American Cancer...
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