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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What to Do If You Inherit An IRA?
If a family member dies, and you inherit their IRA, there are special rules regarding mandatory distributions that you need...
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Q1 2019 – Quarterly Webinar Recording
After the markets struggled in the last quarter of 2018, many investors were concerned about what the new year would bring. Please visit the...
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Thoughts on Recent Fed Moves
“When the facts change, I change my mind. What do you do, sir?”   This quote is often attributed to...
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Economic Warning Signs?
Written by Ryan Bouchey Two key readings have come out in the past few weeks that coincide with some of...
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Ten Years and Counting
Written by Martin Shields It was ten years ago on Monday, March 9, 2009 that the stock market hit its...
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2019 State of the Economy Presentation
Bouchey Financial Group was honored to host nearly 400 clients between two locations for our annual State of the Economy event. After a...
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Keeping the Yield Curve in Perspective
Written by: Ryan Bouchey Tuesday we saw one of the worst days in the market for 2018, a year where...
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Intersection of Markets & Politics
Written by: Ryan Bouchey Wednesday’s speech by Federal Reserve Chairman Jerome Powell was both interesting and impactful in that it...
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End of Year Planning Strategies
Written by: Martin Shields   With the end of the year approaching, we want to provide a few tax planning...
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2018 Q3 – Quarterly Webinar Recording
As the third quarter came to a close, the markets experienced a bout of volatility, leaving many investors wondering if the bull market may be...
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2018 Q2 – Quarterly Webinar Recording
As the second quarter of 2018 came to a close, many investors were concerned about the impact that potential trade wars and...
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What to Make of These Trade Wars
Written by: Ryan Bouchey If the last two weeks have taught us anything about the stock market it’s this: it...
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There’s No Such Thing as “Easy Money”
Written by: Ryan Bouchey When it comes to investing, what does “easy money” mean exactly? And why are most market...
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A Week of Headline Turmoil ending on a Strong Note
Written by: Martin Shields It’s a constant refrain that our clients hear and we may sound like a broken record...
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It’s All About Jobs!
Written by: Steven Bouchey The headline number is that the US added 164,000 new jobs for the month of April...
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First Release of Q1 GDP & Update on Earnings
The U.S. Commerce Department released their initial estimate of Gross Domestic Product (GDP) for first quarter and although the 2.3%...
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2018 Q1 – Quarterly Webinar Recording
Given the recent volatility in the stock market, the first quarter of 2018 was a good time to roll-out our...
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Charitable Giving Strategies for 2018
Written by: Martin Shields With the passing of the Tax Cut and Jobs Act at the end of 2017, there...
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Jobs Report & Trade War Fears
President Trump’s announcement last night of an additional $100 billion in tariffs against the Chinese in retaliation for China levying...
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A Recap of a Volatile Week in the Markets
Given the volatility we have experienced this week, we wanted to provide a summary of events that have impacted global...
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