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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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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Living Resources Fashion Show
Bouchey Financial Group is proud to have sponsored and attended the Living Resources Fashion Show at the Saratoga track. Our...
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Utilizing Technology in Investing: The Power of Direct Indexing
Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to...
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Webinar: Bouchey Client Portal Tutorial
We pride ourselves on providing educational opportunities for our clients. This month's webinar, hosted by Samantha and Katie, is a...
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The Numbers Behind a Home Bias
It's been an up and down week in the markets, following a down week last week. The headlines continue to...
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Beyond Rectangular Plastic: The Evolution of Credit Cards
Written by: Scott Strohecker, EA Credit cards can be found and used all over in today's financial landscape. For decades,...
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Q2 2023 Market Update
Mid-Year Check-In and Outlook Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary We're at the...
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Q2 2023 Market Update Webinar: Riding the First Half Wave
Listen to the BFG investment team as they provide a look back at the markets from Q2 and discuss how...
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Webinar: Finance Tips for Women and Their Wealth
Watch our latest webinar focused on providing women with the tools they need to confidently manage their wealth. Nicole Gobel,...
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7 Financial Tips for New Parents
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of...
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Our Thoughts On The Bond Market
As much as our daily discussion focuses on the stock market, the bond market has been almost as interesting and...
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I Just Received an Inheritance, Now What?
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself...
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Webinar Recording: What’s Missing From Your Estate Plan?
Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner,...
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A Turning Point for the Dollar?
Written by: Martin Shields, CFP®, AIF® For the past decade, the U.S. Dollar has experienced a sustained rally against other...
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Women & Wealth
The women on our team were able to take part in a women and wealth event this past week that...
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What Happens if the Debt Ceiling is Not Raised?
Written by: Nicole A. Gobel, CPA, CDFA®  Treasury Chief Janet Yellen's announcement last week stated that we may reach the...
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Are I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the...
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How to Involve a Disengaged Spouse in Household Finances
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in...
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Webinar Recording: Q1 2023 Market Update
Watch the BFG investment team as they provide a lookback at the markets from Q1 and discuss how it affects...
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Q1 2023 Market Update
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given...
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