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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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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I Just Received an Inheritance, Now What?
Written by: Vincenzo Testa, CPA, CFP® When receiving an inheritance, one can find themselves feeling overwhelmed. Suddenly, you find yourself...
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Webinar Recording: What’s Missing From Your Estate Plan?
Watch our latest webinar on estate planning basics and things everyone should know about planning for the future. Harmony Wagner,...
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A Turning Point for the Dollar?
Written by: Martin Shields, CFP®, AIF® For the past decade, the U.S. Dollar has experienced a sustained rally against other...
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Women & Wealth
The women on our team were able to take part in a women and wealth event this past week that...
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What Happens if the Debt Ceiling is Not Raised?
Written by: Nicole A. Gobel, CPA, CDFA®  Treasury Chief Janet Yellen's announcement last week stated that we may reach the...
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Are I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the...
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How to Involve a Disengaged Spouse in Household Finances
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in...
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Webinar Recording: Q1 2023 Market Update
Watch the BFG investment team as they provide a lookback at the markets from Q1 and discuss how it affects...
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Q1 2023 Market Update
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given...
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Tax Day: Upcoming Deadlines To Be Aware Of
 Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying "Nothing is certain except death and taxes." While...
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Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bouchey Financial Group, Ltd. [“Bouchey Financial”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Bouchey Financial. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Bouchey Financial’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bouchey Financial is engaged, or continues to be engaged, to provide investment advisory services. Bouchey Financial is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bouchey Financial’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at www.bouchey.com. Please Note: Bouchey Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bouchey Financial’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Bouchey Financial client, please contact Bouchey Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.