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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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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What is the Market?
“How’s the market these days?” That, or some variation of it, is a question I hear quite a bit once...
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Introduction to Responsible Investing Webinar Recording
In our most recent webinar, Ryan Bouchey and David Rath discuss responsible investing, the investment opportunities that exist within this...
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The Importance of Budgeting
Written by Paolo Lapietra It’s always an interesting conversation when discussing budgeting with clients, colleagues, friends and family. The common...
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Funding a Roth IRA – Let’s Count the Ways
Written by Martin Shields We are strong proponents of Roth IRAs because any growth and income in the account is...
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Short-Term Fix for a Long-Term Problem
Written by Ryan Bouchey I’m not going to bore you with the details of today’s jobs report, but it was fairly...
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Financial To-Do List for Recent College Graduates
Written by: Harmony Wagner College graduation season is now in full swing, and the next class of graduates is preparing...
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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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