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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Steven Bouchey Urges Caution During Stock Market Volatility
Watch Steven Bouchey's recent WNYT NewsChannel 13 interview on the markets, volatility, and why patience and a long-term mindset are...
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2025 State of the Economy Recording
Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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Hart Cluett Museum Gala 2025
Bouchey Financial Group team members Martin Shields and John Millet joined community members and supporters of the Hart Cluett Museum...
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What You Should Know About SIMPLE IRAs in 2025 
  Written by: Catherine Buck, CFP®    New changes for the SIMPLE IRA are set to take effect in 2025,...
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Understanding Trump’s Tariffs: What They Mean for Trade and the Economy 
  Written by: Paolo LaPietra, CFP®    With tariffs playing a central role in President Trump's economic strategy, they have...
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Dreaming of Warmer Weather in Retirement? 
  Written by: Harmony Wagner, CFP®, CPWA®  In the depths of Northeast midwinter, many of us dream of sunnier climates....
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Should Investors Be Concerned About the rising U.S. National Debt?
  Written by: John Millet, CPA The U.S. national debt has been an important topic in economic and financial discussions....
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How to Maximize Your Retirement Savings This Year 
  Written by: Samantha Masey, CFP®    With the new year in full swing, now is the perfect time to...
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New Year, New Taxes. What Can I Do? 
Written by: Vincenzo Testa, CPA, CFP®, ECA    As we roll into January 2025, it's time to focus on more than...
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Health, Wealth, for Life: What Advanced Science Can Teach Us About Proper Wealth Management  
    Written by: Ryan Bouchey, CFP®, CPA    "Health…Wealth…For Life"   It's our tagline, we do a fantastic job focusing...
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Cryptocurrency 101: Introduction to the Blockchain and Crypto Currency Mining
    Written by: Catherine Buck, CFP®   Introduction: We are all familiar with exchanging money using mobile payment services...
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Two Ways to Receive a Tax Deduction and Avoid Capital Gains Tax 
Written by: Nicole Gobel CPA, CDFA  This time of year, we prioritize year-end tax planning with our clients. As an...
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The Albany Business Review’s “Best Places to Work 2024” Award Ceremony
Our team was recognized as one of the region's Best Places to Work. This year's theme was inspired by the...
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BFG Making Dinner for the Ronald McDonald House
  Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House...
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Saratoga Chamber: Women in Business Holiday Social
  Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible...
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Year-End Tax Planning: Key Steps to Take Before the Year Ends
  Written by: Scott Strohecker, CFP®, EA   Click here for our 2024 Year End Tax Planning Checklist   As...
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2024 Year End Tax Planning
Play Video Click here for our 2024 Year End Tax Planning Checklist   As we approach the end of 2024,...
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A New Chapter for Crypto? 
Written by: Paolo LaPietra, CFP®   The recent surge in Bitcoin's price, surpassing $76,000 following Donald Trump's re-election, highlights how...
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A Trump Presidency and What Lies Ahead
For two years now we've been hearing a negative narrative about market expectations, while at the same time experiencing strong...
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NAPFA Fall 2024 National Conference
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie...
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