top of page
NEWS & RESOURCES
Search
Eric Boyce
- 5 days ago
- 1 min
Charts & Chat - September 8, 2024
This week, CEO Eric Boyce, CFA discusses: 1. Third quarter GDP growth looking like 2% annualized 2. Leading indicators have troughed;...
13 views0 comments
Eric Boyce
- Sep 2
- 1 min
Charts & Chat - September 1, 2024
This week, CEO Eric Boyce, CFA discusses: 1. equity breadth improving, momentum factors fading a bit stocks trading above moving averages...
53 views0 comments
Thomas E. Kemler, CFA, CVA
- Aug 31
- 3 min
A Business Valuation Is More Than Just The Number
Successful business owners have a lot of ways to benchmark and track their personal financial situation.
12 views0 comments
Eric Boyce
- Aug 25
- 1 min
Charts & Chat - August 25, 2024
This week, CEO Eric Boyce, CFA discusses: 1. AI stock earnings decelerating; market leadership may change; 2. revenue growth in line,...
13 views0 comments
Eric Boyce
- Aug 18
- 1 min
Charts & Chat - August 18, 2024
This week, CEO Eric Boyce, CFA discusses:Â 1. the recent inflation reports, which were better than expected & allow the Fed to lower rates...
11 views0 comments
Eric Boyce
- Aug 11
- 1 min
Charts & Chat - August 11, 2024
This week, CEO Eric Boyce, CFA discusses: 1. market corrections are natural - some statistics to support 2. volatility higher, earnings...
10 views0 comments
Jonathan McQuade
- Jul 26
- 4 min
WHAT ARE TRUSTS & DO I NEED ONE?
Trusts are a common estate planning tool drafted by estate planning attorneys to achieve a wide variety of objectives including asset protec
7 views0 comments
Eric Boyce
- Jul 14
- 1 min
Charts & Chat - July 14, 2024
This week, CEO Eric Boyce, CFA discusses: recent trends in estimates for economic growth analysis of the latest consumer and producer...
9 views0 comments
Eric Boyce
- Jul 7
- 1 min
Market Minutes - July 7, 2024
CEO Eric Boyce, CFA discusses the first help of the year in the investment markets and economy, and perhaps what we should expect looking...
7 views0 comments
Alyssa Row
- Jul 3
- 1 min
Kendra Scott Fundraiser Benefiting Reveal Resources.
On April 16th, Kendra Scott agreed to do a fundraiser for our local food pantry, Reveal Resources. We had an amazing turn out with...
10 views0 comments
Eric Boyce
- Jun 30
- 1 min
Charts & Chat - June 30, 2024
This week, CEO Eric Boyce, CFA discusses: 1. fiscal budget discussion and net interest burden heading into the summer political...
9 views0 comments
Eric Boyce
- Jun 23
- 1 min
Charts & Chat - June 23, 2024
This week, CEO Eric Boyce, CFA discusses: 1. retail sales - consumer slowing a bit 2. manufacturing better than expected - infrastructure...
14 views0 comments
Eric Boyce
- Jun 9
- 1 min
Charts & Chat - June 9, 2024
This week, CEO Eric Boyce, CFA discusses: Gold performance relative to bonds and size of government budget; increase of gold in use as...
13 views0 comments
Eric Boyce
- Jun 2
- 1 min
Charts & Chat - June 2, 2024
This week, CEO Eric Boyce, CFA discusses: stocks outperform the economic surprise index; valuations high, but earnings growth leading to...
7 views0 comments
Alyssa Row
- May 28
- 3 min
Five facts on planning for the cost of college
It is no secret that the cost of college has skyrocketed in recent years. In fact, college tuition has increased faster than inflation...
16 views0 comments
bottom of page