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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  • Bouchey Blog
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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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Tax Day: Upcoming Deadlines To Be Aware Of
 Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying "Nothing is certain except death and taxes." While...
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Uncertainty From The Fed & Recent Banking Woes
As part of the investment committee's responsibility, our team is always tuned into the markets - whether during trading sessions...
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6 Strategies for Unused 529 Plan Funds
Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children's education because...
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Banking Focus From the Past Week
For the past week, we have seen increased concern over the health of the banking sector with the Federal Reserve...
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Webinar Recording: How to Maximize Your Employer Stock Compensation
Watch our webinar recording for guidance on how to maximize your employer stock compensation and some tax considerations many people...
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International Women’s Day
A message from Steven Bouchey on International Women's Day Helping women manage their wealth has always been near and dear...
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The Future of Electric Vehicles and Artificial Intelligence: The Effect on Economies
Written by: Vincenzo Testa, CPA, CFP® The shift from gas-powered vehicles to electric vehicles will be a revolutionary change in...
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