Bouchey Blog

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,...
Read More about June Market Insights: From Rockets to Donuts – Making Sense of the IPO Wave
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...
Read More about The Hidden Risk of Working for a Public Company: Concentration Risk and Your Financial Future
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...
Read More about May Market Insights: Why April’s Reset Was Healthy
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...
Read More about Financial Planning for Physicians: What Most Advisors Miss
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...
Read More about Q1 2026 Market Update: Momentum Between the Headlines
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...
Read More about March Market Insights: Hardware vs. Software
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...
Read More about Equity Compensation Planning: Yes, the Stock Price Can Also Decline
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...
Read More about Borrowing Against Your Portfolio: What You Need to Know About Pledged Asset Lines
2026 Economic Outlook Event Highlights
Bouchey Financial Group was pleased to participate in the Saratoga County Chamber of Commerce's 2026 Economic Outlook event. The program...
Read More about 2026 Economic Outlook Event Highlights
Steven Bouchey Supports The Flutter Club’s Flutter Express Program
Community involvement has long been an important part of Bouchey Financial Group's culture. As a family-owned Registered Investment Advisor serving...
Read More about Steven Bouchey Supports The Flutter Club’s Flutter Express Program

Stay Up to Date

Join our newsletter to receive useful tips and valuable resources delivered directly to your inbox.

Please enter your name.
Please enter a valid email address.
Something went wrong. Please check your entries and try again.