Bouchey Blog

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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Avoiding Unforced Errors and Staying in the Game: What Eli Manning Can Teach Us About Investing
Written by: John Millet, CPA As a lifelong New York Giants fan, I've always appreciated the career of Eli Manning....
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How Does the Social Security Fairness Act Impact Me? 
How Does the Social Security Fairness Act Impact Me?      Written by:  Samantha Masey, CFP®    The Social Security...
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Q1 2025 Market Update
Tariffs or No Tariffs? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Update Tariffs have dominated headlines...
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