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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Blinders On
Opened in 1863, the Saratoga Race Course is one of the oldest sporting venues in the country. Working in the...
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Overview of the SECURE Act
Written by Martin Shields As part of the end of year federal spending bill, the U.S. House and Senate passed...
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College Aid
Written by Paolo Lapietra In the midst of the holidays, high school students all around the country are meticulously planning...
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Which is Better – Special Needs Trust vs ABLE accounts
Written by Martin Shields For individuals with a disability, the current limit of assets they can have in their name...
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Year-End Tax Planning Webinar Recording
Visit the link below to watch our latest webinar and hear Stephen Cutting and Ryan Bouchey discuss important tax planning strategies...
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Going with the “Experts”
Written by Ryan Bouchey With so many news stories to consume on a day to day basis, the one that...
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Alpha Beta Soup
The analytical revolution in sports is a natural byproduct of the information arms race. As teams become more aware of...
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Safety First! A Cybersecurity Awareness Month PSA
Written by Harmony Wagner I remember the day my dad brought home what my young siblings and I thought was...
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Q3 2019 – Quarterly Webinar Recording
Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath discuss the current economic trends,...
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Qualified Charitable Distributions from IRAs
With another year coming to an end, year-end planning decisions are on the minds of many of our clients. During...
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Look to the Stars
We are all guilty of it, me especially. When looking for a product online, a restaurant to try, or a...
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A Quick Guide to Dollar Cost Averaging
Written by Harmony Wagner As most investors know, it is nearly impossible to predict the perfect time to invest outside...
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Risk to the Upside
The first law of thermodynamics, also known as the Law of Conservation, states that energy cannot be created nor destroyed,...
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Why do we Own Bonds?
Written by: Ryan Bouchey It’s a question we often hear from clients – “Why do we own bonds?” This became...
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The Necessities for a Bear (and Bull)
Certain words and phrases are used so frequently in everyday conversations that we often don’t know the origins. Think about...
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Q2 2019 – Quarterly Webinar Recording
Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath give their...
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Social Security: When to Start Your Benefits?
Written by: Paolo Lapietra While working with soon to be retirees on their financial plan, one of the most common...
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What They Don’t Tell You About Retirement
Written by Martin Shields For most individuals in their working years, retirement is an oasis in the future where the...
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Taking Advantage of Health Savings Accounts (HSAs)
Written by Harmony Wagner The number of employers offering health savings accounts (HSAs) as an employee benefit has grown dramatically...
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How to Make the Most of Your 401(k)
You work hard for your money and therefore should make the most out of your retirement savings. With half of...
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