Women and Wealth · August 25, 2026 · Universal Preservation Hall
Reserve Your Seat Bouchey Blog
How Landlords Can Exit Real Estate and Defer Taxes with a DST By Vincenzo Testa, CPA, CFP®, Wealth Advisor &...
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey...
By Vincenzo G. Testa, CPA, CFP®, ECA — Bouchey Financial Group Employees of publicly traded companies often receive more than...
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of...
Written by: Martin X. Shields, CFP®, AIF® When I work with clients who receive equity compensation, three primary areas guide...
Written by: Harmony D. Wagner, CFP®, CPWA® When purchasing a second home, an investment property, or a lifestyle asset, high...
Stay Up to Date
Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.

Q1 2026 Market Update: Momentum Between the Headlines