Market Commentary
Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here The Masters has always felt like the unofficial start of spring to me. Something about that weekend, the course, the tradition, it just creates a sense of optimism that warmer days are right around the corner. After a long winter here in…
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…
Bouchey Financial Group’s Q4 2025 Market Update explores key market influences, labor trends, and AI’s economic role, offering insights for future investor strategies.
A Market Built on Capital, Earnings, and Policy Written by: Paolo LaPietra, Director of Portfolio Strategy Download Report Here Market Update The start of a new year has always been my favorite time of year. There’s something about the calendar flipping that gives you a clean slate and a fresh perspective, especially when…
Written by: Paolo LaPietra, CFP® As we move into 2026, the economic backdrop remains constructive. Earnings continue to hold up; the labor market, while cooling, remains healthy by historical standards, and consumer spending has proven resilient. Recent GDP data reinforced that underlying strength, even as markets digest choppier short-term signals influenced by reporting delays and policy uncertainty. On the policy front,…
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
September Market Insights: The Deficit Moves Front and Center
Market Insights | September 4, 2026 The Deficit Moves Front and Center What the noise around the national debt means for markets. By Edward Wilhelm, Senior Portfolio Trader | September 2026 You’ve probably seen the headlines about the national debt crossing $40 trillion. The deficit has been a building concern for years, but over the…