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

A Pattern Emerges in the U.S. Employment Market
Bouchey Newsletter Written by: Ryan Bouchey, CFP®, CPA If once is an accident, twice a coincidence, and three times a...
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Simplifying Your Estate for Your Loved Ones
  Written by: Catherine Buck, CFP®     Estate planning starts with the establishment of estate documents: Will, Health Care Proxy, and...
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How will Consumers Respond to Tariffs – Testing Economic Theory
    Written by: Martin Shields, CFP®, AIF®   Throughout my Economics Master program in Virginia Tech one of my favorite...
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Narrowing the Gap Between Sentiment and Reality
Written by: Ryan Bouchey, CFP® Chief Investment Officer & Chief Strategic Officer   One of the themes we've been discussing...
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The Big Beautiful Breakdown: What’s In the New Tax Bill?
      Written by:  Vincenzo G. Testa, CPA, CFP®, ECA   On July 4th, 2025, the "One Big Beautiful Bill"...
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Q2 2025 Market Update
What a Ride It's Been   Written by: Ryan Bouchey, Chief Investment Officer Download Report Here Market Update What a ride...
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Paradigm Shift – The Goal of Life is NOT to Maximize Your Finances
  Written by: Martin Shields, CFP®, AIF®   For the first 13 years of my career, I worked in corporate finance...
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Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities
  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief...
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Financial Planning in a Forecast of Rain: Finding Stability Amid Weekly Storms
    Written by: Scott Strohecker, CFP®, EA   If you've felt like the weekends have been a wash -...
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Understanding Series-I Savings Bonds 
  Written by: Catherine Buck, CFP®    When inflation peaked in June 2022, many investors turned to Series I Bonds,...
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