Scott Nelson, CFA®, CFP®, Senior Wealth Manager, provides a mid-quarter update covering the big economic themes so far in 2023, including inflation, interest rates, the U.S. economy, employment, housing and the markets. https://t.co/O8IuX19fA7
In this article, Jon Melander, AIF®, CFP®, CIMA®, Wealth Management Partner, shares the financial benefits of owning an electric vehicle, as well as his personal experience driving an EV. Click to read. https://t.co/1DCW6GjAd4
Boulay Financial Advisors, LLC (BFA) was recently named a Top Firm by Assets Under Management (AUM) for 2023 by the Wealth Magnets of Accounting Today. BFA moved up six spots to #22 in 2023. https://t.co/Gy4N5R0OA4
In this article, Michael Johnson, Boulay Portfolio Advisor, outlines several options available to help you earn more on your cash holdings. Click to read. https://t.co/ITRGbkuiRu
The U.S. year-over-year inflation report was recently released. Coming in at 4%, this marks a more than 50% drop in the inflation rate from one year ago.
Boulay Financial Advisors, LLC (BFA) is proud to announce that Laura Boyd, CEO of Leadership Delta, was recently appointed to the BFA Board of Directors. https://t.co/5UyNKIN43P
Book Giveaway! “Training Camp: What the Best Do Better Than Everyone Else” A story for anyone who wants to be their best and bring out the best in others. - For a chance to win… 1) Like this 2) Comment “Best” 3) Bonus points - Retweet / Share! #SeasonOfGiving
The Inflation Reduction Act’s Clean Vehicle Credit might alter the timing of purchasing a new or used qualifying electric vehicle. Learn why. https://t.co/jxGXCep1C0
Thanks to Jay R. Brown, CFP®, Wealth Management Partner, for representing Boulay at the 2022 #SchwabImpact in Denver last week. Jay delivered the Thursday morning welcome and introduced the keynote speaker.
The IRS has issued the 2023 annual limitations for qualified retirement plans and Social Security. The Federal estate and gift tax exemption amount will also increase as of January 1, 2023. Read to learn which 2023 limitations may affect you. https://t.co/lrLmlm0K4V
Review the big economic stories of the third quarter of 2022, including U.S. inflation, Federal Funds interest rate hikes, home sales, unemployment and the exchange rate between the U.S. dollar and other currencies, in this 4-minute video. https://t.co/RtLVWDNlVb