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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Written by: Vincenzo Testa, CPA, CFP®, ECA When it comes to managing your retirement savings, one critical...
Written by: Martin Shields, CFP®, AIF® In 2024, you can contribute $7,000 annually to a Traditional IRA and if you...
As the second quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
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...
Market Momentum Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here 2024 Off to a Strong Start...
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...
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Q2 2024 Market Update