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

Should You Rebalance Your Investment Portfolio?
Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails.  This process brings the...
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The Power of Compounding Returns
As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed...
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What Is T.I.N.A. and Why Is It Important to Me?
Written by: Paolo LaPietra, CFP® Over the last few weeks, I've been discussing the relationship between the bond market and...
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‘Twas the Last Month of the Year and Tax Planning Is Here
Written by: Jennifer D. Foley, CPA – Wealth Advisor & Tax Planner As the end of the year approaches and...
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Good vs Bad Debt: Does Good Debt Exist?
Written by: Samantha Masey - Associate Wealth Advisor I recently had a conversation with someone who shared that his parents...
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Albany Business Review’s Best Places to Work
Bouchey Financial Group is proud to be honored as one of the Albany Business Review’s 2021 Best Places to Work!...
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Should My Investment Allocation Become More Conservative in Retirement?
Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often...
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3 Reasons Why You Should Consider a Roth Conversion
Written by: Nicole Gobel, CPA – Wealth Advisor & Tax Planner As seen in The Saratogian At least twice a...
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2022 Social Security Benefit Increase
Written by: Vincenzo Testa, CPA As seen in the Saratogian The Social Security Act was signed into law by President...
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Planning for Retirement – 5 Factors to Consider Beyond Your Finances
Written by: Martin X. Shields, CFP®, AIF® When couples or individuals plan for retirement, they are primarily focused on their...
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Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bouchey Financial Group, Ltd. [“Bouchey Financial”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Bouchey Financial. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Neither Bouchey Financial’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bouchey Financial is engaged, or continues to be engaged, to provide investment advisory services. Bouchey Financial is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Bouchey Financial’s current written disclosure Brochure and Form CRS discussing our advisory services and fees is available for review upon request or at www.bouchey.com. Please Note: Bouchey Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bouchey Financial’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a Bouchey Financial client, please contact Bouchey Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.