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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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

Charts & Chat - August 9, 2026

By Eric Boyce • August 10, 2026
Watch Charts & Chat from August 9, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text.

Charts & Chat - August 2, 2026

By Eric Boyce • August 3, 2026
Watch Charts & Chat from August 2, 2026 with Boyce & Associates. Review the Fed's rate decision, Q2 GDP, and rising earnings-estimate risk.
Black title slide for Boyce & Associates Wealth Consulting: “Letters from Eric,” August 2026 outlook.

August 2026 Outlook: Growth Continues, but the Climb Gets Steeper

By Eric Boyce • August 1, 2026
Eric Boyce, CFA reviews the August 2026 outlook: slower growth, sticky inflation, and why discipline and diversification matter now.
Three people in a meeting discussing charitable impact, with the title “Making the Most of Your Charitable Impact”

Making the Most of Your Charitable Impact

By Ian Kloc • August 1, 2026
Learn tax-smart charitable giving strategies, from appreciated stock to donor advised funds and QCDs. Connect with Boyce & Associates today.
Boyce & Associates Wealth Consulting logo on blue background with “Charts & Chat” text

Charts & Chat - July 12, 2026

By Eric Boyce • July 13, 2026
Watch Charts & Chat from July 12, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Blue “B&A Boyce & Associates Wealth Consulting” logo with “Charts & Chat” text

Charts & Chat - July 5, 2026

By Eric Boyce • July 6, 2026
Watch Charts & Chat from July 5, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
BOYCE & ASSOCIATES WEALTH CONSULTING logo on a black title slide: Letters from Eric, July 2026, Concentration Risk and Portfolio Resilience

Letter from Eric: Concentration Risk and Portfolio Resilience

By Eric Boyce • July 1, 2026
Market concentration and geopolitical risks shape 2026 investing. Explore portfolio resilience through diversification and disciplined positioning.
Two men looking at a laptop with title text, “The Psychology of the Investor.”

The Psychology of the Investor

By Jonathan McQuade • July 1, 2026
Understand behavioral finance and how investor psychology affects decisions. Explore loss aversion, anchoring, and other cognitive biases in investing.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text

Charts & Chat - June 28, 2026

By Eric Boyce • June 29, 2026
Watch Charts & Chat from June 28, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text.

Charts & Chat - June 21, 2026

By Eric Boyce • June 22, 2026
Watch Charts & Chat from June 21, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
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Charts & Chat - August 9, 2026

By Eric Boyce • August 10, 2026
Watch Charts & Chat from August 9, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text.

Charts & Chat - August 2, 2026

By Eric Boyce • August 3, 2026
Watch Charts & Chat from August 2, 2026 with Boyce & Associates. Review the Fed's rate decision, Q2 GDP, and rising earnings-estimate risk.
Black title slide for Boyce & Associates Wealth Consulting: “Letters from Eric,” August 2026 outlook.

August 2026 Outlook: Growth Continues, but the Climb Gets Steeper

By Eric Boyce • August 1, 2026
Eric Boyce, CFA reviews the August 2026 outlook: slower growth, sticky inflation, and why discipline and diversification matter now.
Three people in a meeting discussing charitable impact, with the title “Making the Most of Your Charitable Impact”

Making the Most of Your Charitable Impact

By Ian Kloc • August 1, 2026
Learn tax-smart charitable giving strategies, from appreciated stock to donor advised funds and QCDs. Connect with Boyce & Associates today.
Boyce & Associates Wealth Consulting logo on blue background with “Charts & Chat” text

Charts & Chat - July 12, 2026

By Eric Boyce • July 13, 2026
Watch Charts & Chat from July 12, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed financial decisions.
Show More