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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As the first quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
Written by: Marty Shields, CFP®, AIF® Many individuals who want to retire early and only have access to cash...
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
Written by: Samantha Masey, CFP® Are you a high earner that is no longer eligible to make Roth...
Written By: Catherine (Katie) Buck How we feel about money has been ingrained in us from an...
Written by: Nicole Gobel CPA, CDFA Over the last fifteen years, I have had the benefit of working...
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year....
Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial...
Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains...
What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2023 Look Back For most...
Written by: Samantha Masey, CFP® As we say goodbye to last year and usher in 2024, it is the...
Written by: Ryan Bouchey, CPA, CFP Maybe one of the simplest concepts in personal finance and investing, yet one of...
Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the...
Written by: Vincenzo Testa, CPA, CFP® Planning for your golden years is a task that should ideally begin...
Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing...
Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will...
Written by: Marty Shields, CFP®, AIF® A mega backdoor Roth is a strategy that allows individual investors to contribute...
Written by: Catherine (Katie) Buck The basic financial advice for young adults is building an emergency fund to...
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Q1 2024 Market Update