Bouchey Blog

Investing is Hard: The Price of Successful Investing
  Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing...
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What is a Mega Backdoor Roth and Is it Right for You? 
  Written by: Marty Shields, CFP®, AIF®  A mega backdoor Roth is a strategy that allows individual investors to contribute...
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Emergency Funds: Why You Need One & How to Build It
  Written by: Catherine (Katie) Buck   The basic financial advice for young adults is building an emergency fund to...
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Women Advisor Summit: New York City
  Our team attended Investment News' 2023 "Women Advisor Summit" in Tribeca, New York. The opening keynote speaker Mandy Gilbert...
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2024 Inflation Adjustments: Retirement Plans, Social Security, and Medicare
Written by: Nicole Gobel CPA, CDFA   Inflation is not in and of itself negative as we would expect a...
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Navigating Student Loans: Repayment Options and Strategies
  Written by: Scott Strohecker, EA   Introduction: Entering the world of higher education often means taking on the financial responsibility...
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Albany Business Review’s Best Places to Work 2023
    Bouchey Financial Group is thrilled to announce its third year of being voted as one of the Albany...
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Understanding Capital Gain Distributions from Mutual Funds
  Written by: Paolo LaPietra, CFP®   Just as I was getting used to writing '2023', next week is November and...
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Beating the Odds: Preserving Family Wealth through Generations
    Written by: Harmony Wagner, CFP®, CPWA® Introduction For many people, their children and grandchildren are their "why" when it...
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Q3 2023 Market Update
Is Good News Bad News Again? Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary It's...
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