Women and Wealth  ·  August 25, 2025  ·  Universal Preservation Hall
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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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Q1 2020 – Quarterly Webinar Recording
Visit the link below to view our latest webinar in which Ryan Bouchey, Marty Shields, and David Rath provide their...
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Where Is Inflation Headed?
Amidst everything being done to steady the economy during this crisis, a common question is arising: what will this do...
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USA All the Way
Written by Steven Bouchey USA All The Way !!! We haven’t owned any developed international holdings in quite some time...
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What Should Investors Do Now?
Written by Steven Bouchey Investors have experienced the fastest and most furious drop in the stock markets ever over the...
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Today’s email to our clients, the fifth in two weeks
Capitulation??? Dear        , I want to convey how serious we are taking the Coronavirus pandemic and the...
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Coronavirus Update Webinar Recording
Visit the link below to hear Ryan Bouchey, Martin Shields, and David Rath provide some insight on how the Coronavirus...
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Fast and Furious and the Coronavirus
It’s no secret that the fear over the Coronavirus has added to the volatility of the stock markets over the...
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Coronavirus-Driven Volatility
News over the weekend has brought the Coronavirus to the forefront of investors' fears, with increased cases outside of China...
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2020 State of the Economy Presentation
Bouchey Financial Group was honored to host over 300 clients between three locations for our Annual State of the Economy...
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The Rube Goldberg Machine
Written by David Rath Growing up, I used to love the game “Mouse Trap.” Truthfully, I didn’t actually play the...
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FUTURE Act
Written by Paolo LaPietra As many of you have probably heard, the SECURE Act was passed in December of 2019...
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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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Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bouchey Financial Group, Ltd. [“Bouchey Financial”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Bouchey Financial. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Bouchey Financial’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bouchey Financial is engaged, or continues to be engaged, to provide investment advisory services. Bouchey Financial is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bouchey Financial’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at www.bouchey.com. Please Note: Bouchey Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bouchey Financial’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Bouchey Financial client, please contact Bouchey Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.