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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The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with...
Written by: Samantha Masey, CFP® As the technology for self-managed investment platforms and robo-advisors advances, many people have begun...
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case...
Katie, Nicole, and Jamie attended the Women's Business Council (WBC) luncheon this week. It was a networking and interactive...
Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of...
Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you're being...
Written By: Catherine (Katie) Buck We will cover: What is social security? Social Security Planning Benefit Reductions ...
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored...
Women of Excellence Luncheon 2024 Our team attended the Capital Region Chamber's 33rd Annual Women of Excellence Luncheon last...
Written by: Scott Strohecker, CFP®, EA In recent years, the FIRE (Financial Independence, Retire Early) movement has...
Written by: Paolo LaPietra, CFP® Navigating the process of financial aid and scholarships is a major step for students...
Written by: Vincenzo Testa, CPA, CFP® Living Beyond Your Means In today's consumer-driven society, it's tempting to succumb to...
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...
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Q1 2024 Market Update