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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  • Webinars/Videos
  • Bouchey Blog
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Webinar Recording: Year-End Tax Planning & What to Expect for 2022
Join Nicole Gobel, Jennifer Foley, and Vincenzo Testa as they present their year-end tax planning tips and what to expect...
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What Is T.I.N.A. and Why Is It Important to Me?
Written by: Paolo LaPietra, CFP® Over the last few weeks, I've been discussing the relationship between the bond market and...
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‘Twas the Last Month of the Year and Tax Planning Is Here
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and...
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Good vs Bad Debt: Does Good Debt Exist?
Written by: Samantha Masey - Associate Wealth Advisor I recently had a conversation with someone who shared that his parents...
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Albany Business Review’s Best Places to Work
Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work!...
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Should My Investment Allocation Become More Conservative in Retirement?
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often...
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3 Reasons Why You Should Consider a Roth Conversion
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a...
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Q3 2021 – Quarterly Webinar Recording
Join Steve Bouchey, Jason Alonzo, and Paolo LaPietra as they recap the 3rd Quarter economic activity and give their opinions...
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2022 Social Security Benefit Increase
Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President...
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Planning for Retirement – 5 Factors to Consider Beyond Your Finances
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their...
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Inflation: Why is this such a big deal and how does it affect me?
Inflation is a term that has been dominating the financial news in recent months, and as investors, it is important...
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Protecting Your Business from Cybercrime
Written by: Harmony Wagner, CFP® and Samantha Masey It’s not just billion-dollar corporations that are at risk for cybercrime. Businesses...
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Cybersecurity Tips Webinar – Recording Available
Join Steven Bouchey, Harmony Wagner, and Samantha Masey as we continue Cybersecurity Awareness Month by discussing practical ways you can...
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How Are You Protecting Yourself from Cyberattacks?
Written by: Dave Clarke, Director of Operations & Chief Compliance Officer As the days grow shorter, we at the Bouchey...
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How Are You Protecting Yourself from Cyberattacks?
Written by: Dave Clarke, Director of Operations & Chief Compliance Officer As the days grow shorter, we at the Bouchey...
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Q2 2021 – Quarterly Webinar Recording
Join Steven Bouchey, Marty Shields and Paolo LaPietra as they share insights to the current market and economic environment. https://www.youtube.com/watch?app=desktop&v=fldNA946zCI&noapp=1...
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The Balancing Act of Bonds
Author: Martin X. Shields, CFP For most investors, bonds play an important role in their portfolio of providing income and...
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Q1 2021 – Quarterly Webinar Recording
Visit the link below to hear Steven Bouchey, Martin Shields, and Nicole Gobel present their recap of the first quarter...
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What you need to know to keep your Medicare Premiums from Increasing
Written by Martin Shields   The surprise that many new retirees find when they start receiving Medicare at age 65...
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How COVID-19 Might Impact Your Taxes
It's been nearly a year since COVID-19 entered our lives, and since then the pandemic has affected nearly every part...
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