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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Are You in Financial Alignment? Why being in financial alignment can make all the difference to your long-term goals.
Written by: Ryan Bouchey, CPA, CFP   Maybe one of the simplest concepts in personal finance and investing, yet one of...
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Happy Holidays
Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the...
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Building Your Future: A Guide to Retirement Savings by Age
  Written by: Vincenzo Testa, CPA, CFP®   Planning for your golden years is a task that should ideally begin...
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Investing is Hard: The Price of Successful Investing
  Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing...
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Year End Tax Planning Webinar
Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will...
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What is a Mega Backdoor Roth and Is it Right for You? 
  Written by: Marty Shields, CFP®, AIF®  A mega backdoor Roth is a strategy that allows individual investors to contribute...
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Emergency Funds: Why You Need One & How to Build It
  Written by: Catherine (Katie) Buck   The basic financial advice for young adults is building an emergency fund to...
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Women Advisor Summit: New York City
  Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
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2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare
Written by: Nicole Gobel CPA, CDFA   Inflation is not in and of itself negative as we would expect a...
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Navigating Student Loans: Repayment Options and Strategies
  Written by: Scott Strohecker, EA   Introduction: Entering the world of higher education often means taking on the financial responsibility...
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Albany Business Review’s Best Places to Work 2023
    Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany...
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Understanding Capital Gain Distributions from Mutual Funds
  Written by: Paolo LaPietra, CFP®   Just as I was getting used to writing '2023', next week is November and...
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Beating the Odds: Preserving Family Wealth through Generations
    Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their "why" when it...
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Q3 2023 Market and Economic Update
As the third quarter has come to an end, our focus will be on what we've seen so far year-to-date...
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Q3 2023 Market Update
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It's...
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Net Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)
  Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One...
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Your Investment Portfolio as your Small Business
  Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful...
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Cybersecurity & Fraud Awareness 2023
Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard...
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Understanding Debt
  Written by: Catherine (Katie) Buck Debt is an integral part of many people's lives. In fact, it is a...
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Top Three Financial Considerations in Divorce
Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally,...
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