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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Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make...
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor...
Today’s topics include: General Electric's fourth quarter earningsCurrent state of the stock marketTroy, NY on "The Gilded Age"
Today's topics include: Gov. Hochul's newly outlined budget plan for New York StateMicrosoft's acquisition of gaming publisher ActivisionNetflix's increase of...
Written by: Vincenzo Testa, CPA It has been almost two years since the entire world shut down. We all remember...
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails. This process brings the...
Today’s topics include: Inflation and how it continues to affect pricing on every day itemsRecent price increases for used carsInterest...
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed...
Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect...
Written by: Paolo LaPietra, CFP® Over the last few weeks, I've been discussing the relationship between the bond market and...
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and...
Written by: Samantha Masey - Associate Wealth Advisor I recently had a conversation with someone who shared that his parents...
Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work!...
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often...
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a...
Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions...
Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President...
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their...
Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important...
Written by: Harmony Wagner, CFP® and Samantha Masey It’s not just billion-dollar corporations that are at risk for cybercrime. Businesses...
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