Charts & Chat - March 24, 2024

Eric Boyce • March 25, 2024

This week, CEO Eric Boyce, CFA discusses: 1. FED's inflation target may be higher than people think 2. Early withdrawals from 401k's rising 3. manufacturing looking better, service sector stable, leading indicators now positive! 4. real wages remain high, observed rents still witnessing negative growth 5. investment risk appetite high, stocks extended - may be time for modest pullback? Bond spreads getting tighter... 6. Increasing household allocation to equities, as well as money market balances.



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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.
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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.
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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.
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By Eric Boyce • October 16, 2026
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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.
Three people in a living room discuss aging parents, finances, and peace of mind.
By Kelly Griggs • October 1, 2026
Kelly Griggs, WMS™, CRPC™ explains how to plan for aging parents' care and finances, start the conversation, and protect your family's peace of mind.
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By Eric Boyce • September 28, 2026
Watch Charts & Chat from September 27, 2026 with Boyce & Associates. Review the bond sell-off, rising yields, deficits, and AI spending risks today.
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