Bouchey Blog

Q2 2024 Market Update
Striking the Right Balance Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2024 First Half Update Recently,...
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What is Your Relationship with Money?
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with...
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Unlocking the Value of Independent Financial Advisors
Written by: Samantha Masey, CFP®   As the technology for self-managed investment platforms and robo-advisors advances, many people have begun...
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Smart Philanthropy: A Tale of Three Donors
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case...
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Capital Region Chamber WBC: Navigating Emotional Intelligence Luncheon
  Katie, Nicole, and Jamie attended the Women's Business Council (WBC) luncheon this week. It was a networking and interactive...
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Artificial Intelligence – The Engine to Drive Growth in the Markets and the Economy
  Written by: Martin Shields, CFP®, AIF® Since the start of 2023 it has become clear that the beginning of...
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Now You Too Can Expect Fiduciary Guidance on Your Retirement!
  Written by: Nicole Gobel CPA, CDFA Is your advisor a fiduciary? Do you know whether the advice you're being...
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Social Security Planning: Understanding and Planning Around Benefit Reductions 
    Written By: Catherine (Katie) Buck   We will cover: What is social security? Social Security Planning Benefit Reductions  ...
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Retire on Your Terms: Planning for Early Retirement
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored...
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Capital Region Chamber: Women’s Business Council Luncheon
Women of Excellence Luncheon 2024   Our team attended the Capital Region Chamber's 33rd Annual Women of Excellence Luncheon last...
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