Bouchey Blog

The Big Beautiful Breakdown: What’s In the New Tax Bill?
      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the "One Big Beautiful Bill"...
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Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
  Written by: Martin Shields, CFP®, AIF®   For the first 13 years of my career, I worked in corporate finance...
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Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities
  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief...
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Financial Planning in a Forecast of Rain: Finding Stability Amid Weekly Storms
    Written by: Scott Strohecker, CFP®, EA   If you've felt like the weekends have been a wash -...
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Understanding Series-I Savings Bonds 
  Written by: Catherine Buck, CFP®    When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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Defined-Outcome ETFs: Clarity in Uncertain Times
      Written by: Paolo LaPietra, CFP®   Sometimes the market just wants to keep us on our toes. April...
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Understanding Marginal vs. Effective Tax Rates — and Why It Matters
  Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   When most people talk about how much they "pay in...
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Removing the Emotions from Investing
      Written by: Martin Shields, CFP®, AIF® When we meet with a prospective client in an initial meeting, we...
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CDPHP Workforce Team Challenge 2025
  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club...
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Cash In or Hold Tight? How to Decide When to Exercise Your Non-Qualified Stock Options 
  Written by: Harmony Wagner, CFP®, CPWA®    Executives who receive non-qualified stock options (NSOs) as part of their equity compensation...
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