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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Albany Business Review’s Best Places to Work 2023
    Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany...
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Understanding Capital Gain Distributions from Mutual Funds
  Written by: Paolo LaPietra, CFP®   Just as I was getting used to writing '2023', next week is November and...
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Beating the Odds: Preserving Family Wealth through Generations
    Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their "why" when it...
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Q3 2023 Market and Economic Update
As the third quarter has come to an end, our focus will be on what we've seen so far year-to-date...
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Q3 2023 Market Update
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It's...
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Net Unrealized Appreciation: Pay Less in Taxes on Employer Stock in your 401(k)
  Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One...
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Your Investment Portfolio as your Small Business
  Written by: Martin X. Shields CFP®, AIF® To help drive the correct behavior for investors it can be helpful...
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Cybersecurity & Fraud Awareness 2023
Play Video Join us for an enlightening cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard...
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Understanding Debt
  Written by: Catherine (Katie) Buck Debt is an integral part of many people's lives. In fact, it is a...
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Top Three Financial Considerations in Divorce
Written by: Nicole Gobel, CPA, CDFA® I know from personal experience that going through divorce can be painful emotionally, mentally,...
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Living Resources Fashion Show
Bouchey Financial Group is proud to have sponsored and attended the Living Resources Fashion Show at the Saratoga track. Our...
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Utilizing Technology in Investing: The Power of Direct Indexing
Written by: Paolo LaPietra, CFP® Technology has continued to enhance the relationship between investors and the markets. Going back to...
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Webinar: Bouchey Client Portal Tutorial
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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The Numbers Behind a Home Bias
It's been an up and down week in the markets, following a down week last week. The headlines continue to...
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Beyond Rectangular Plastic: The Evolution of Credit Cards
Written by: Scott Strohecker, EA Credit cards can be found and used all over in today's financial landscape. For decades,...
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Q2 2023 Market Update
Mid-Year Check-In and Outlook Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary We're at the...
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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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