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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December Market Insights: A Month of Headlines & Opportunity
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month,...
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The Holiday Season – A Time to Give back: Strategies to Maximize Impact and Tax
Written by: Scott Strohecker, CFP®, EA As the year draws to a close, charitable organizations ramp up their fundraising efforts-and many...
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2025 Year End Tax Planning
Play Video Click here for our 2025 Year End Tax Planning Checklist   As we approach the end of 2025,...
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The AI Arms Race: Innovation or Overbuild
Written by: Paolo LaPietra, CFP® Every generation gets its defining investment story, and right now it is AI. Not the...
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Planning with Purpose Seminar: Taking Control of Your Wealth in Uncertain Times
Last week, we were honored to host the "Planning with Purpose" seminar at Bouchey Financial Group in collaboration with Ryan...
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November Market Insights: The Missing Jobs Report
Written by: Ryan Bouchey, Chief Investment Officer I've been thinking a lot about the economy and, more specifically, the missing jobs...
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Women & Wealth Event: Her Legacy – Navigating Life’s Transitions
Life changes, and so do the financial decisions that come with them. Our Women & Wealth luncheon at Duo at...
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Prepare for the Changes from the One Big Beautiful Bill: What Can I Do?
Prepare for the Changes from the One Big Beautiful Bill: What Can I Do?   Written by: Vincenzo G. Testa,...
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Q3 2025 Market Update: Government Shutdowns & All-time Highs
Watch our latest market update webinar where we unpack what shaped the markets and economy during Q3, review the major...
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The Retirement Gap Years
The Gap Years: Understanding Key Retirement Milestones to Maximize After-Tax Wealth   Written by: Harmony Wagner, CFP, CPWA   Many...
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Q3 2025 Market Update
Shutdown, Slowing Jobs... And All-Time Highs?   Written by: Ryan Bouchey, Chief Investment Officer   Download Report Here   Market Update ...
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Giving Back: BFG Volunteers at the Ronald McDonald House
Team Bouchey recently spent the day volunteering at the Ronald McDonald House in Albany, preparing a fresh salad and pasta...
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Shutdown, Slowing Jobs… and All-time Highs?
  Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA As we enter the fourth quarter, it wouldn't be unreasonable to ask:...
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Cybersecurity & Fraud Prevention Webinar
In today's digital world, protecting your financial and personal information is more important than ever. Join Bouchey Financial Group for...
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Celebrating $1.5 Billion in AUM: BFG’s Team Retreat in Manchester
Earlier this week, our Bouchey Financial Group team came together in Manchester, Vermont for a retreat to celebrate milestones, strengthen...
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Squares vs. Cancer: Join Us in the Fight Against Breast Cancer
At Bouchey Financial Group, giving back to our community is at the heart of who we are. That's why our...
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A Pattern Emerges in the U.S. Employment Market
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a...
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Simplifying Your Estate for Your Loved Ones
  Written by: Catherine Buck, CFP®     Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and...
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How will Consumers Respond to Tariffs – Testing Economic Theory
    Written by: Martin Shields, CFP®, AIF®   Throughout my Economics Master program in Virginia Tech one of my favorite...
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Narrowing the Gap Between Sentiment and Reality
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we've been discussing...
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