Bouchey Blog

Women & Wealth
The women on our team were able to take part in a women and wealth event this past week that...
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What Happens if the Debt Ceiling is Not Raised?
Written by: Nicole A. Gobel, CPA, CDFA®  Treasury Chief Janet Yellen's announcement last week stated that we may reach the...
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Are I Bonds Still A Good Investment?
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the...
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How to Involve a Disengaged Spouse in Household Finances
Written by: Harmony Wagner, CFP® As financial advisors, we often work with married clients where only one spouse participates in...
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Q1 2023 Market Update
Market Resiliency & The Path(s) Forward Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here Market Summary Given...
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Tax Day: Upcoming Deadlines To Be Aware Of
 Written by: Scott Strohecker, EA Benjamin Franklin is famously quoted as saying "Nothing is certain except death and taxes." While...
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Uncertainty From The Fed & Recent Banking Woes
As part of the investment committee's responsibility, our team is always tuned into the markets - whether during trading sessions...
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6 Strategies for Unused 529 Plan Funds
Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children's education because...
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Banking Focus From the Past Week
For the past week, we have seen increased concern over the health of the banking sector with the Federal Reserve...
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International Women’s Day
A message from Steven Bouchey on International Women's Day Helping women manage their wealth has always been near and dear...
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