Women and Wealth  ·  August 25, 2026  ·  Universal Preservation Hall
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Bouchey Blog

How Landlords Can Exit Real Estate and Defer Taxes with a DST
How Landlords Can Exit Real Estate and Defer Taxes with a DST By Vincenzo Testa, CPA, CFP®, Wealth Advisor &...
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TRUMP Accounts for Children: What Parents and Grandparents Need to Know
TRUMP Accounts for Children: What Parents and Grandparents Need to Know By Vincenzo Testa, Wealth Advisor & Tax Planner, Bouchey...
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June Market Insights: From Rockets to Donuts – Making Sense of the IPO Wave
From Rockets to Donuts: Making Sense of the 2026 IPO Wave By Edward Wilhelm, Senior Portfolio Trader & Investment Analyst,...
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The Hidden Risk of Working for a Public Company: Concentration Risk and Your Financial Future
By Vincenzo G. Testa, CPA, CFP®, ECA — Bouchey Financial Group Employees of publicly traded companies often receive more than...
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May Market Insights: Why April’s Reset Was Healthy
Written by: Edward Wilhelm, Senior Portfolio Trader I was thinking the other day how quickly sentiment can flip in this...
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Financial Planning for Physicians: What Most Advisors Miss
Written by: Martin X. Shields, Chief Wealth Advisor Physicians face a financial picture unlike most high-income professionals. The combination of...
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Q1 2026 Market Update: Momentum Between the Headlines
Written by: Paolo LaPietra, Director of Portfolio Strategy   Download Report Here   The Masters has always felt like the...
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March Market Insights: Hardware vs. Software
Written by: Edward Wilhelm A familiar pattern continued to emerge in markets this February. Companies building the infrastructure of artificial...
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Equity Compensation Planning: Yes, the Stock Price Can Also Decline
Written by: Martin X. Shields, CFP®, AIF® When I work with clients who receive equity compensation, three primary areas guide...
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Borrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
Written by: Harmony D. Wagner, CFP®, CPWA® When purchasing a second home, an investment property, or a lifestyle asset, high...
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