Investments

Steven Bouchey

What Investors Need Now Is Patience and Fortitude

By Samantha Masey | June 17, 2022

Written by: Steven B. Bouchey, CFP® As seen in The Saratogian. The headlines in 2022 have been overwhelming; the Russia-Ukraine conflict, Covid-19 lingering on, China’s lockdowns adding to supply chain disruptions, and inflation at 40-year highs!!! So, what has changed on the inflation front? The May consumer price index (CPI) was red hot, rising +1%…

Bouchey Financial Group

Why Is Planning Around Your Employee Stock Options So Important?

By Samantha Masey | June 6, 2022

Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…

Steven Bouchey

Is This What Capitulation Feels Like???

By Samantha Masey | May 6, 2022

Capitulation means “to surrender or give up” when it comes to investing. I’m not sure how close we are to the low point of this market correction for the S&P 500 and bear market for Nasdaq, or just maybe we hit it already. We never know until time passes and we look back. I do…

Bouchey Financial Group

Behavioral Finance and Its Impact on Investing

By Samantha Masey | March 1, 2022

Starting my career in finance at the turn of the century, I have lived through some of the best and worst times in investing and witnessed the role emotions play in decision making. Investors have experienced several market crashes (dot-com bubble, financial crisis, COVID-19) as well as seeing the S&P 500 roughly triple in that…

Bouchey Financial Group

Should You Rebalance Your Investment Portfolio?

By Samantha Masey | January 12, 2022

Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails.  This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions.  This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…

Bouchey Financial Group

The Power of Compounding Returns

By Samantha Masey | December 20, 2021

As we approach “The Most Wonderful Time of the Year”, I for one am looking forward to spending much needed quality time with family and friends reflecting on how fortunate I am to have every one of them in my life.  My two daughters who are 9 and 7 years old respectively, have been carefully…

Should My Investment Allocation Become More Conservative in Retirement?

By Samantha Masey | November 2, 2021

Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…