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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What Happens If the Tax Cuts and Jobs Act (TCJA) Expires? 
Written by Vincenzo G. Testa, CPA, CFP®, ECA    The Tax Cuts and Jobs Act was passed in 2017. It...
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Q3 2024 Market Update
Continued Strength Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   Q3 2024 Market Update As we enter...
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What Does True Wealth Look Like? 
  Written by: Martin Shields, CFP®, AIF®   When most people think of wealth, they often picture one thing: financial prosperity-the...
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Cybersecurity Webinar
Play Video Join us for a cybersecurity and fraud prevention webinar designed to inform and empower you to safeguard your...
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Am I Retiring at the Wrong Time?
  Written by: Harmony Wagner, CFP®, CPWA ®   The decision to retire is not just one decision, but the...
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What to Expect with Fixed Income Investments When the Federal Reserve Cuts Interest Rates 
  Written by: Catherine Buck, CFP®     The Federal Funds Rate is the interest rate banks charge other institutions...
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The Not-So-Simple Rules for Inherited IRAs
    Written by: Nicole Gobel CPA, CDFA® Do you or your loved ones have savings in IRAs or Roth...
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Relocating in Retirement: Does It Make Sense to Leave New York?
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key...
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Understanding the Ins and Outs of Medicare: A Financial Advisor’s Guide 
    Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating...
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Pay Off Your Mortgage Early or Invest?
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a...
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What to Do with that Old 401(k)
    Written by: Vincenzo Testa, CPA, CFP®, ECA   When it comes to managing your retirement savings, one critical...
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Why it almost NEVER makes sense to Contribute After Tax Dollars to an IRA
Written by: Martin Shields, CFP®, AIF®   In 2024, you can contribute $7,000 annually to a Traditional IRA and if you...
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Q2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 First Half Update Recently,...
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Q2 2024 Market and Economic Update
As the second quarter comes to an end, our investment team recaps what we've seen year-to-date and what economic factors...
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What is Your Relationship with Money?
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with...
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Unlocking the Value of Independent Financial Advisors
Written by: Samantha Masey, CFP®   As the technology for self-managed investment platforms and robo-advisors advances, many people have begun...
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Smart Philanthropy: A Tale of Three Donors
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case...
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Capital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
  Katie, Nicole, and Jamie attended the Women's Business Council (WBC) luncheon this week. It was a networking and interactive...
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Artificial Intelligence – The Engine to Drive Growth in the Markets and the Economy
  Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of...
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Now You Too Can Expect Fiduciary Guidance on Your Retirement!
  Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you're being...
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