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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5 Personal Finance Strategies During High Inflation
Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May,...
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Webinar: Financial Aid 101
Watch our latest webinar to learn about the basics of financial aid, the current climate and student loan forgiveness.  ...
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What Investors Need Now Is Patience and Fortitude
Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine...
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WGY Mornings with Doug Goudie – June 15th, 2022 – Bouchey Financial Group
Today's topics include: Federal Reserve's decision to raise interest rates three-quarters of a percentage point What a Bear Market is...
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Why Is Planning Around Your Employee Stock Options So Important?
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Planning for College Expenses
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
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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...
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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...
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