First Quarter 2024 Market & Economic Update – On-Demand Webinar 
by Boulay
In this 25-minute on-demand market update webinar, Scott Nelson, Senior Wealth Manager, discusses with Chad Carlson, Chief Investment Officer, the state of the global stock markets and expectations for interest rates in 2024. Chad provides an overview of Boulay’s investment process and insights on how the stock market has historically performed in an election year.
by Boulay 
Fourth Quarter 2023 Market & Economic Update 
by Boulay
Hi Scott Nelson, Senior Wealth Manager with Boulay Financial Advisors with your mid-quarter market and economic update. We start as we have for the past several quarters, by looking at inflation and interest rates. After a steady year-long decline in inflation, we saw it bump up about a half percent during the summer months. The …
by Boulay 
Third Quarter 2023 Market & Economic Update 
by Boulay
Hi Scott Nelson, Senior Wealth Manager with Boulay Financial Advisors, with your mid-quarter market and economic update video. Let’s start by looking at inflation and interest rates. The latest Consumer Price Index data for July showed a modest two-tenths of a percent increase in inflation. That broke the 12-month string of successive monthly decreases during …
by Boulay 
Announcing our Newest Partners 
by Boulay
https://youtu.be/HpP2pQLy1Qw Please join us in celebrating our six newest Partners! Watch to learn more about how each of these leaders is dedicated to helping you get there. Ellen Horan, CPA, CFP®Emily Blackburn, J.D., CPAClay Brownlee, CPAMegan Koski, CPAPaul Diegnau, CPA, CFADevan Henry, CPA
by Boulay 
Second Quarter 2023 Market & Economic Update 
by Boulay
Hi, Scott Nelson, Senior Wealth Manager of Boulay Financial Advisors, with our new mid-quarter update video covering the big economic themes so far in 2023. We start with what has been the biggest economic issue of the past year – that being elevated inflation and rising interest rates. As for inflation, we saw it continue …
by Boulay 
Boulay + Drata | Ask an Auditor: SOC 2 Edition 
by Boulay
In this SOC 2 webinar, there’s no agenda or script—just 30 minutes of real-time answers to questions you’ve always wanted to ask on third-party attestations regarding your first SOC 2 audit experience. Should we undergo a SOC 2 audit even if a customer has never requested it? How would you recommend a team prepare for …
by Boulay 
Estate Planning: 4 Steps to Getting Started 
by Boulay
Estate planning can be a daunting task that some people avoid their whole life, leaving their family to wonder what their wishes might have been. An effective estate plan can be extremely valuable, as it helps you communicate your wishes, reduce your tax burden and distribute your assets to the people and organizations most dear …
by Boulay 
Fourth Quarter 2022 Economic Perspective 
by Boulay
https://youtu.be/aJbapJcAoLc No doubt the top economic story of 2022 was inflation reaching a 40-year high when the consumer price index peaked at 9.1% in June. The inflation rate has been gradually declining since but the price index was still at 6.5% in December. Still, its lowest level of year and the first time below 7% …
by Boulay 
Fourth Quarter 2022 Market Perspective 
by Boulay
https://youtu.be/eddQ7Eall04 The 2-yr treasury yield remains above that of the 10-year treasury in a situation referred to as an inverted yield curve. But one can see that these yields leveled off in the fourth quarter as it seemed likely that the Fed was starting to slow down its hiking of interest rates. That stabilization of …
by Boulay 
Financial Planning Series: The Tax Gap – How to Lower Your Lifetime Tax Liability 
by TJ Bissener
Peak earnings, and thus peak taxes often occur in the final years of one’s career, so it is no surprise that folks love to bask in the thought of paying little to no tax for a time post-retirement. What they may not realize is that the tax relief does not last. Once Social Security benefits …
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