From monthly archives: January 2021

We are pleased to present below all posts archived in 'January 2021'. If you still can't find what you are looking for, try using the search box.

Fixed Income Outlook: What Low Interest Rates Mean For Your Portfolio

Details:
Wednesday, February 3 | 11:00 a.m. - 12:00 p.m.

 

Investors have become accustomed to fixed income providing diversification, income, and stability within their investment portfolio. With interest rates at historic lows, it's important for investors to set proper expectations that past performance is unlikely to be repeated. Join Chad Carlson, Senior Portfolio Manager at Boulay, and Wasif Latif, Head of Investments at Victory Capital, for a webinar on the role fixed income should play in your portfolio and suggestions on how to best navigate the space going forward.

 

Click here to register!

 

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In-Depth Estate Planning Webinar Series (Part 3): Creating a Digital Estate Plan

Details:
Thursday, February 11 | 11:00 - 11:45 a.m.

 

Join us for the third session of an estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. In this final webinar, Andrea will discuss how to create a digital estate plan. Utilizing Boulay's interactive "Digital Assets" guide, she will assist you in developing a strategy for saving or deleting your digital assets and online accounts—including emails, photos, videos, social media and financial accounts, and more—once you pass away.

 

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In-Depth Estate Planning Webinar Series (Part 2): Providing Guidance for Guardians of Minor Children and Pets

Details:
Wednesday, January 13 | 11:30 a.m. - 12:15 p.m.

 

Join us for the second session of a three-part estate planning webinar series with Andrea Thermos, CPA, Estate & Trust Senior Manager. Andrea will discuss what information and guidance to provide for the guardians of your minor children and/or pets. Utilizing Boulay's "Survivor's Roadmap" interactive guide, she will assist you in creating specific instructions for your chosen guardians and will offer ideas of issues to consider, including educational and religious views.

 

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