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: 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...
Written by: Paolo LaPietra, CFP® Just as I was getting used to writing '2023', next week is November and...
Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their "why" when it...
As the third quarter has come to an end, our focus will be on what we've seen so far year-to-date...
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It's...
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One...
Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful...
Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard...
Written by: Catherine (Katie) Buck Debt is an integral part of many people's lives. In fact, it is a...
Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally,...
Bouchey Financial Group is proud to have sponsored and attended the Living Resources Fashion Show at the Saratoga track. Our...
Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to...
We pride ourselves on providing educational opportunities for our clients. This month's webinar, hosted by Samantha and Katie, is a...
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