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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Written by: Jenny D. Foley, CPA As the baby boomer generation continues into retirement, a common financial planning question we...
Written by: Samantha Masey Qualified charitable distributions are an excellent tax-advantaged strategy for IRA owners in or near retirement. If...
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends...
Written by: Nicole Gobel, CPA In every industry there are acronyms. In the investment advisory and tax planning world, RMD...
Written by: Vincenzo Testa, CPA In the 21st century, the cost of college tuition has nearly doubled. The annual growth...
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion...
Written by: Marty Shields, CFP®, AIF Developing an estate plan is not high on many people’s to-do list because it...
Today we are excited to celebrate International Women’s Day with our team, our families and our clients. Here at Bouchey...
Starting my career in finance at the turn of the century, I have lived through some of the best and...
With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine,...
A Letter To Our Clients: I’ve been up all night monitoring the most telegraphed war and how it will affect...
Written by: Jenny D. Foley, CPA Millions of people in the United States continued to work from home during 2021...
Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been...
Today's topics include: Pfizer's projected forecast for 2022 salesPeloton's CEO stepping down and how that will affect the company's futureJeff...
Written by: Samantha Masey Many young professionals are not aware that saving for retirement now will have a huge impact...
Written by: Harmony Wagner, CFP® 401(k)s, 403(b)s, and other similar employer-offered retirement plans have some great benefits. These plans make...
Written by: Nicole Gobel, CPA “How much do I need to retire?” is possibly the most important question that an advisor...
Today’s topics include: General Electric's fourth quarter earningsCurrent state of the stock marketTroy, NY on "The Gilded Age"
Today's topics include: Gov. Hochul's newly outlined budget plan for New York StateMicrosoft's acquisition of gaming publisher ActivisionNetflix's increase of...
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Webinar Recording: Q1 2022 Market and Economic Update