Bouchey Blog

Unlocking Potential: The Power of Direct Indexing in Wealth Management
Direct indexing is one of the fastest growing areas of wealth management that offers a wide range of advantages from...
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What I Want My Daughters to Know about Managing Money
  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is...
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Tax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
  Written by: Samantha Masey, CFP®   Are you a high earner that is no longer eligible to make Roth...
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Behavioral Finance: The Psychology of Money
    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an...
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Leaving a Legacy vs. Gifting During Your Lifetime
  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working...
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2024 State of the Economy Recording
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year....
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Investing 101: Understanding the Different Types of Accounts
      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial...
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Managing Your Investment Portfolio in 2024: Four Essential Tips
Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains...
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Q4 2023 Market Update
What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most...
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Financial Resolutions for the New Year: Building a Stronger Financial Future in 2024
  Written by: Samantha Masey, CFP® As we say goodbye to last year and usher in 2024, it is the...
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