Inflation
After a year of meaningful repositioning across the equity sleeve, the May 2026 Portfolio Review takes clients inside the Bouchey Financial Group Qualified All Equity Model: how it is constructed, how it is performing, and why two recent rebalances have shaped its current posture. Join Bouchey Financial Group for our May 2026 Portfolio Review, where…
Watch the 2025 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Tax Policy Update Our Market Outlook & Portfolio Perspectives Q&A Download the 2025 State of Economy Presentation Slides to follow along. Download Slides Play Video
As the second quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: First Half Market Recap Economic Overview Finding Balance in Today’s Market Watch the recording below and download the Q2 2024…
As the first quarter comes to an end, our investment team recaps what we’ve seen year-to-date and what economic factors may have the biggest impact on the markets for the remainder of the year. Topics include: 1st Quarter Recap Economic Overview The Fed & Fixed Income Outlook Market Outlook & Expectations Watch the recording below…
Watch the 2024 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm What’s Ahead for Bouchey Financial Group Our Economic Outlook Can the Soft Economic Landing of 2023 Continue? Our Market Outlook & Portfolio Perspectives Q&A You can watch…
Written by: Paolo LaPietra, CFP® I Bonds have been an extremely popular investment vehicle for Americans since 2021 with the spike in inflation that we have seen in the economy. To put into perspective on how sought after I Bonds have been, more than 3.7 million accounts were opened to purchase I Bonds in 2022…
2026 State of the Economy Presentation
Watch the 2026 State of the Economy presentation for our outlook on the markets and economy for the coming year. The presentation includes: The State of the Firm Economic Outlook Portfolio Positioning AI: The Intersection of the Economy, Markets and Beyond Advanced Planning Download the 2026 State of Economy Presentation Slides to follow along. Download…