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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A lottery win changes everything - and not always in the ways people expect. The decisions made in the first...
Over 35 years, Bouchey Financial Group has grown to manage more than a billion dollars for over a thousand clients...
An inheritance can represent a family's most significant financial event - and one of the most consequential planning opportunities a...
Divorce is one of the most financially consequential events a person can go through - and for high-net-worth individuals, the...
Most accountants who work with dentists handle one side of the equation: they file the return, maybe flag a deduction...
A dentist generating $400,000 or more annually through a well-established practice has a financial picture that most advisors are not...
A CPA handles your tax picture. A CFP® builds your financial plan. At most firms, those two professionals have never...
After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey...
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...
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Q1 2026 Market Update: Momentum Between the Headlines