Women and Wealth  ·  August 25, 2025  ·  Universal Preservation Hall
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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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Narrowing the Gap Between Sentiment and Reality
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we've been discussing...
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One Big Beautiful Bill: Understanding the Key Tax Provisions for Individuals
Washington has delivered another sweeping piece of legislation packed with major tax changes that could impact nearly every American household....
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The Big Beautiful Breakdown: What’s In the New Tax Bill?
      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the "One Big Beautiful Bill"...
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Q2 2025 Market Update
What a Ride It's Been   Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update What a ride...
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Q2 2025 Market Update: From Tariff Uncertainty to New All-Time Highs
Watch our latest market update webinar where we unpack what happened in the markets and economy during Q2, discuss the...
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Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
  Written by: Martin Shields, CFP®, AIF®   For the first 13 years of my career, I worked in corporate finance...
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Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities
  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief...
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Demystifying RMDs: A Strategic Approach to Retirement Withdrawals
Understanding the latest changes to Required Minimum Distribution (RMD) rules is essential for effective retirement planning. Samantha Masey and Harmony...
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Financial Planning in a Forecast of Rain: Finding Stability Amid Weekly Storms
    Written by: Scott Strohecker, CFP®, EA   If you've felt like the weekends have been a wash -...
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Understanding Series-I Savings Bonds 
  Written by: Catherine Buck, CFP®    When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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Defined-Outcome ETFs: Clarity in Uncertain Times
      Written by: Paolo LaPietra, CFP®   Sometimes the market just wants to keep us on our toes. April...
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Understanding Marginal vs. Effective Tax Rates — and Why It Matters
  Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   When most people talk about how much they "pay in...
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Removing the Emotions from Investing
      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we...
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CDPHP Workforce Team Challenge 2025
  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club...
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Navigating Uncertainty: Key Tariff and Market Updates
Watch our latest market update webinar where we present a market update focused on the effects of tariff policy and...
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Cash In or Hold Tight? How to Decide When to Exercise Your Non-Qualified Stock Options 
  Written by: Harmony Wagner, CFP®, CPWA®    Executives who receive non-qualified stock options (NSOs) as part of their equity compensation...
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Avoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing
Written by: John Millet, CPA   As a lifelong New York Giants fan, I've always appreciated the career of Eli...
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Reflections from Steven Bouchey in Rome: Honoring Pope Francis in Local & Global Interviews
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on mourning Pope Francis just days before their scheduled meeting. A message...
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How Does the Social Security Fairness Act Impact Me? 
How Does the Social Security Fairness Act Impact Me?      Written by:  Samantha Masey, CFP®    The Social Security...
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Q1 2025 Market Update
Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines...
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