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: 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...
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...
Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
Written by: Nicole Gobel CPA, CDFA Inflation is not in and of itself negative as we would expect a...
Written by: Scott Strohecker, EA Introduction: Entering the world of higher education often means taking on the financial responsibility...
Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany...
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2024 State of the Economy Recording