In the News
Written by Edward Wilhelm, this month’s Market Insights examines the growing divide between companies building AI infrastructure and those building software on top of it, and what this shift may mean for investors.
Written by Martin X. Shields, CFP®, AIF®. Explore why disciplined equity compensation planning helps executives manage concentration risk and protect long-term financial goals.
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce’s 2026 Economic Outlook event. The program brought together business and community leaders from across the region for a thoughtful discussion on current economic conditions and the factors shaping the year ahead. Held at the Excelsior Springs Event Center in Saratoga Springs,…
Community involvement has long been an important part of Bouchey Financial Group’s culture. As a family-owned Registered Investment Advisor serving individuals and families across the country, we believe in supporting organizations that make a meaningful difference in the communities where we live and work. One recent experience served as a powerful reminder of how a…
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here Market Update The start of a new year has always been my favorite time of year. There’s something about the calendar flipping that gives you a clean slate and a fresh perspective, especially when…
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
Written by: Scott Strohecker, CFP®, EA As the year draws to a close, charitable organizations ramp up their fundraising efforts-and many individuals begin thinking about how to give back. For donors, year-endcharitable giving isn’t just an opportunity to make a meaningful impact; it’s also a valuable moment for thoughtful tax planning. While working with clients on…
Play Video Click here for our 2025 Year End Tax Planning Checklist As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®. Topics include:…
Stay Up to Date
Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.
Q4 2025 Market Update: The Story of Momentum
Bouchey Financial Group’s Q4 2025 Market Update explores key market influences, labor trends, and AI’s economic role, offering insights for future investor strategies.