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.

All
  • All
  • Webinars/Videos
  • Bouchey Blog
  • Podcasts/Radio
WGY Mornings With Doug Goudie – June 1st, 2022 – Bouchey Financial Group
Today's topics include: President Biden's recent meeting with Jerome Powell to discuss the current state of the economy and how...
Don’t Put All Your Eggs in One Basket
Is the Saying True? Written by: Nicole Gobel, CPA - Wealth Advisor & Tax Planner We've all heard this advice...
Series I Bonds – The One Thing That Improves With Inflation
Written by: Marty Shields, AIF, CFP® In this time of high inflation, rising interest rates and volatile equity markets, it...
WGY Mornings with Doug Goudie – May 18th, 2022 – Bouchey Financial Group
Today's Topics include: Elon Musk and the latest on the Twitter buyout McDonald's decision to close stores in Russia Ben...
WEBINAR: What Should I Do With My Old 401(k)?
The average American changes jobs 12 times in their lifetime. With each of these job changes, many people leave behind...
Is This What Capitulation Feels Like???
Capitulation means "to surrender or give up" when it comes to investing. I'm not sure how close we are to...
WGY Mornings with Doug Goudie – May 4th, 2022 – Bouchey Financial Group
Today's topics include: The Federal Reserve's decision to raise interest rates How the rise in interest rates will affect the...
What Is The Difference Between Medicare and Medicaid?
Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we...
Webinar Recording: Q1 2022 Market and Economic Update
After strong market volatility in the first quarter, the BFG investment team will provide guidance on what to expect with the...
What is a Qualified Charitable Distribution?
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If...
Saving for the Next Generation
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends...
Do I Need to Take a Required Minimum Distribution?
Written by: Nicole Gobel, CPA In every industry there are acronyms. In the investment advisory and tax planning world, RMD...
Planning for College Expenses
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
Webinar Recording: Financial Planning Tips for Working Professionals
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion...
Six Steps to Create an Effective Estate Plan
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it...
Happy International Women’s Day
Today we are excited to celebrate International Women’s Day with our team, our families and our clients. Here at Bouchey...
Behavioral Finance and Its Impact on Investing
Starting my career in finance at the turn of the century, I have lived through some of the best and...
Webinar Recording: Making Sense of the Market
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine,...
Ukraine People, War and Markets
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect...
Home Office Tax Deductions: Is Working From Home Working for You?
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021...

Stay Up to Date

Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.