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

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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.

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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.

Blue title card with B&A Boyce & Associates Wealth Consulting logo and “CHARTS & CHAT” text

Charts & Chat - September 27, 2026 | Boyce

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.

Charts & Chat - September 20, 2026 | Boyce

By Eric Boyce • September 21, 2026
Explore the latest market and economic insights from Boyce & Associates, covering energy, interest rates, inflation, retail sales, and earnings trends.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text

Charts & Chat - September 13, 2026

By Eric Boyce • September 15, 2026
Watch Charts & Chat from September 13, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed decisions.
Boyce & Associates Wealth Consulting newsletter cover: Letters from Eric, September 2026 outlook on record highs and rising bond market volatility

September 2026 Outlook: Record Highs Meet Rising Bond Market Volatility

By Eric Boyce • September 1, 2026
Eric Boyce, CFA reviews the September 2026 outlook: cooling inflation, a softer labor market, rising long-term yields, and why discipline matters now.
Hands writing on business documents with charts; text reads “Common Misconceptions Business Owners Have About Business Valuations”

Common Misconceptions Business Owners Have About Business Valuations

By Thomas Kemler • September 1, 2026
Think your business is worth 5X EBITDA? Learn the common business valuation misconceptions owners believe and what actually drives value.
Three people reviewing documents at a table, with text: “Working with a long-term investment advisor Cedar Park.”

Working With a Long-Term Investment Advisor Cedar Park

By Boyce & Associates • August 26, 2026
A long-term investment advisor Cedar Park families trust. See what to expect and how Boyce & Associates Wealth Consulting, Inc. builds the relationship.

Charts & Chat - August 23, 2026

By Eric Boyce • August 24, 2026
Watch Charts & Chat from August 23, 2026 with Boyce & Associates. Review market trends, charts, and insights to support financial decisions today.

Charts & Chat - August 16, 2026

By Eric Boyce • August 17, 2026
Watch Charts & Chat from August 16, 2026 with Boyce & Associates. Review market trends, charts, and insights for informed financial decisions today.
Two businesspeople shaking hands, with text about fee-only financial planners in Texas.

Fee-Only Financial Planner in Texas: What It Actually Means

By Boyce & Associates • August 12, 2026
What does fee-only financial planner Texas mean? Learn how it differs from fee-based advice and what to ask before choosing an advisor.

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.
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SEE ALL POSTS

Blue title card with B&A Boyce & Associates Wealth Consulting logo and “CHARTS & CHAT” text

Charts & Chat - September 27, 2026 | Boyce

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.

Charts & Chat - September 20, 2026 | Boyce

By Eric Boyce • September 21, 2026
Explore the latest market and economic insights from Boyce & Associates, covering energy, interest rates, inflation, retail sales, and earnings trends.
Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text

Charts & Chat - September 13, 2026

By Eric Boyce • September 15, 2026
Watch Charts & Chat from September 13, 2026 with Boyce & Associates. Review market trends, charts, and insights to support informed decisions.
Boyce & Associates Wealth Consulting newsletter cover: Letters from Eric, September 2026 outlook on record highs and rising bond market volatility

September 2026 Outlook: Record Highs Meet Rising Bond Market Volatility

By Eric Boyce • September 1, 2026
Eric Boyce, CFA reviews the September 2026 outlook: cooling inflation, a softer labor market, rising long-term yields, and why discipline matters now.
Hands writing on business documents with charts; text reads “Common Misconceptions Business Owners Have About Business Valuations”

Common Misconceptions Business Owners Have About Business Valuations

By Thomas Kemler • September 1, 2026
Think your business is worth 5X EBITDA? Learn the common business valuation misconceptions owners believe and what actually drives value.
Show More