thought leadership

Explore our core services and content areas, each designed to address specific financial challenges across life stages, business cycles, and family planning needs.



BLOG CATEGORIES

Person using a calculator, laptop, and reviewing financial documents with charts.

Business Valuations

A business valuation determines the financial worth of a privately held company based on cash flow, market data, and financial metrics. We deliver valuations for owners planning to sell, exit, gift shares, or formalize succession strategies.

A couple consults with a financial advisor, looking at a laptop and holding a remote control.

Financial Planning

Financial planning is the process of aligning your assets, income, and goals through a structured strategy. We create fully integrated plans that integrate retirement, tax, investment, insurance, and estate preparation for families and business owners.

Graphs and charts with magnifying glass showing business data analysis.

Charts & Chat

Charts & Chat is our visual series that simplifies financial concepts using clear, annotated graphics. We break down interest rates, inflation, and portfolio positioning through digestible charts, helping clients stay informed about what’s moving the markets.

Financial graph overlayed on the Russian flag, depicting stock market fluctuations.

Market Minutes

Market Minutes are short-format market updates that explain current financial developments like rate changes, economic shifts, or global headlines. We translate these updates into practical implications for investors and planning decisions.

Person using a tablet at a white table, holding a pen. A cup of coffee sits beside the tablet.

News

Our News section covers financial regulations, tax updates, firm communications, and important policy changes. We share updates so clients can understand relevant issues that may impact their planning timelines or portfolios.

Man in a suit smiles, seated on a green, curved bench in a modern space.

Letters from Eric

Letters from Eric are advisor-written insights from our founder that address planning philosophy, client values, and major financial considerations. These letters reflect how we approach long-term client relationships and decision-making frameworks.

Young child putting coins into a white piggy bank, smiling.

Children and Finances

Children and Finances is our educational resource for teaching financial responsibility at home. We help parents and grandparents introduce concepts like saving, earning, budgeting, and custodial accounts in a structured, age-appropriate way.

Pink piggy bank wearing glasses next to a calculator on a desk with financial papers.

Budgeting

Budgeting is the practice of tracking and allocating income across expenses, savings, and goals. We help clients build practical budgets that support lifestyle stability and align with cash flow realities.

People at an event, socializing and eating food in a modern, open space.

Events

We host educational and community events including financial workshops, client presentations, and local fundraisers. Events are open to clients and prospective clients seeking practical financial education.

Three women smiling, high-fiving over a laptop at a table, sunny interior.

Women's Financial Wellness

Women’s Financial Wellness empowers women navigating divorce, widowhood, or retirement with personalized financial planning. We focus on income strategy, investment management, and estate organization to support confident decision-making.

Blue gradient title card for Boyce & Associates Wealth Consulting, “Charts & Chat” logo in white.
By Eric Boyce • November 11, 2026
Apollo's model puts fed funds near 6.75% to pull CPI back to 2%. Inside the November 8, 2026 chart pack: a post-election selloff and record dispersion.
Boyce & Associates Wealth Consulting logo on blue background with “CHARTS & CHAT” text
By Eric Boyce • November 3, 2026
Core PCE has reversed out of disinflation, the bond market moved before the Fed, and defensive sectors beat growth in October. The November 1 chart pack, read.
Two men discussing papers beside a laptop, with text: “Using the RMD you don’t need for a good cause”
By Ian Kloc • November 1, 2026
Ian Kloc, CFP® explains how a qualified charitable distribution (QCD) can satisfy your RMD and support the causes you care about. Contact us today.
Boyce & Associates Wealth Consulting “Letters from Eric” November 2026 outlook title card, black background with white text
By Eric Boyce • November 1, 2026
Eric Boyce, CFA reviews November 2026 markets: persistent inflation, rising oil prices, market concentration, and why diversification still matters.
Blue logo for B&A Boyce & Associates Wealth Consulting, with “Charts & Chat” text.
By Eric Boyce • October 29, 2026
The S&P 500 PEG ratio reached 0.68 in October 2026. Eric Boyce examines AI productivity, rising margin debt, market valuations, and investor risks.
Blue logo for Boyce & Associates Wealth Consulting with “Charts & Chat” text
By Eric Boyce • October 19, 2026
With 84% of S&P 500 stocks down at least 10% from their highs, Boyce & Associates examines inflation, AI spending, and bond yields in its October 2026 market analysis.
Black and gray title slide with
By Eric Boyce • October 16, 2026
Blue title card for B&A Boyce & Associates Wealth Consulting, “Charts & Chat” logo centered.
By Eric Boyce • October 12, 2026
Watch Charts & Chat from October 11, 2026. Eric Boyce, CFA covers the 3.6% GDP estimate, steady jobs, higher rates, rising rents, and the stock bull market.
Black cover for Boyce & Associates Wealth Consulting, “Letters from Eric,” October 2026 outlook on earnings, rates and inflation
By Eric Boyce • October 1, 2026
Eric Boyce, CFA reviews the October 2026 outlook: persistent inflation, higher rates, strong earnings, AI investment, and why diversification matters now.
Show More

SEE ALL POSTS

Blue gradient title card for Boyce & Associates Wealth Consulting, “Charts & Chat” logo in white.
By Eric Boyce • November 11, 2026
Apollo's model puts fed funds near 6.75% to pull CPI back to 2%. Inside the November 8, 2026 chart pack: a post-election selloff and record dispersion.
Boyce & Associates Wealth Consulting logo on blue background with “CHARTS & CHAT” text
By Eric Boyce • November 3, 2026
Core PCE has reversed out of disinflation, the bond market moved before the Fed, and defensive sectors beat growth in October. The November 1 chart pack, read.
Two men discussing papers beside a laptop, with text: “Using the RMD you don’t need for a good cause”
By Ian Kloc • November 1, 2026
Ian Kloc, CFP® explains how a qualified charitable distribution (QCD) can satisfy your RMD and support the causes you care about. Contact us today.
Boyce & Associates Wealth Consulting “Letters from Eric” November 2026 outlook title card, black background with white text
By Eric Boyce • November 1, 2026
Eric Boyce, CFA reviews November 2026 markets: persistent inflation, rising oil prices, market concentration, and why diversification still matters.
Show More