Bouchey Financial Group, Ltd.

06/01/2026

We have had a busy past few weeks at Bouchey Financial Group!

Our team participated in the CDPHP Workforce Challenge, attended the Capital Region Chamber's Women's Business Council luncheon, supported a great cause at the annual the ACS Gala of Hope, and held two educational seminars.

What a great way to kickoff a busy summer and stay involved in the community!

06/01/2026

We have had a busy past few weeks at Bouchey Financial Group!

Our team participated in the CDPHP Workforce Challenge, attended the Capital Region Chamber’s Women’s Business Council luncheon, attended annual the ACS Gala of Hope and held two educational seminars.

What a great way to kickoff a busy summer and stay involved in the community!

05/19/2026

Round one of our Planning with Purpose seminar was a full house.

A few of our wealth advisors, Ryan, Harmony, and Samantha, walked the room through tax moves, retirement income strategy, and the estate documents most households should revisit.

Join us tonight in Troy for round two. You’ll also get a feel for what working with our team actually looks like.

Registration at 5:15, presentation starts at 6.

A few seats are left, link in bio to register.

05/19/2026

Missed us in Saratoga last night? Catch us tonight in Troy.

Hotel Brookmere filled up for round one. A few of our wealth advisors - Ryan, Harmony, and Sam walked the room through tax moves, retirement income strategy, and the estate documents most households should revisit.

You'll also get a feel for what working with our team actually looks like. Registration at 5:15, presentation starts at 6.

A few seats left, register here:

https://bouchey.com/planning-with-purpose-seminar-may2026

05/08/2026

April had every reason to feel uncomfortable. The S&P 500 was 10% off its highs, oil was pushing $110 a barrel, and the situation in the Middle East was unresolved. A few weeks later, the market had already moved past it.

Our investment team reviews why the pullback was healthy and what's driving our view heading into May.

Read more here ➡️

05/08/2026

We’d love to see you at Planning with Purpose, our free, upcoming in-person seminar.

Two Sessions: May 18th in Saratoga Springs • May 19th in Historic Downtown Troy.

Ryan, Harmony, and Samantha will walk through retirement income, tax strategy, and estate planning essentials. Bring your spouse, a guest, and questions.

Sign up here: https://bouchey.com/planning-with-purpose-seminar-may2026

05/08/2026

We’d love to see you at Planning with Purpose, our free, upcoming in-person seminar.

May 18th in Saratoga Springs · May 19th in Troy

Ryan, Harmony, and Samantha will walk through retirement income, tax strategy, and estate planning essentials. Bring your spouse, a guest, and questions.

Link in bio to sign up!

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05/08/2026

April felt like the market had every reason to keep going lower. A few weeks later, indexes were back at new highs.

Senior Portfolio Trader Edward Wilhelm on why that kind of reset is healthy, not concerning, and why pullbacks are part of how rallies stay durable.

Read the full piece:

Understand the market pullback recovery and how it impacts sentiment as the market adjusts and bounces back to new highs.

05/06/2026

You're invited!

On May 18th in Saratoga Springs and May 19th in Historic Downtown Troy, Bouchey Financial Group, a fee-only fiduciary firm, is hosting "Planning with Purpose," a free seminar providing you with strategies to protect and grow your wealth.

Save your seat here:

Join us for a free financial seminar in Saratoga Springs 2025. Gain strategies to protect your wealth effectively.

04/28/2026

If you're a physician in the Albany or Saratoga area, your financial picture has some real complexities that general planning advice tends to skip over.

Chief Wealth Advisor, Martin X. Shields, CFP®, AIF® covers the retirement accounts, debt strategies, and insurance considerations that matter most for medical professionals at every stage of their career.

Read it here: https://bouchey.com/2026/bouchey-blog/financial-planning-for-physicians

Financial Planning for Physicians: What Most Advisors Miss Written by Martin X. Shields Physicians face a financial picture unlike most high-income professionals. The combination of a delayed start, concentrated student debt, complex retirement options, and liability exposure requires planning that....