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.

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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 logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text
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.
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.
Blue and white Boyce & Associates Wealth Consulting logo with “CHARTS & CHAT” text
By Eric Boyce June 8, 2026
Watch Charts & Chat from June 7, 2026 with Boyce & Associates. Review IPOs, AI updates, market trends, and insights for informed financial decisions.
By Eric Boyce June 1, 2026
Watch Charts & Chat from May 31, 2026 with Boyce & Associates. Review market trends, charts, and key insights to support informed financial decisions.
Black title slide: Boyce & Associates Wealth Consulting, Letters from Eric, June 2026 market outlook on inflation and yields
By Eric Boyce June 1, 2026
Eric Boyce, CFA shares the June 2026 market outlook: sticky inflation, rising Treasury yields, Fed policy, and insights for long-term investors.
Estate planning consultation with blue banner: “Top 5 Estate Planning Tips to Protect Your Family”
By Lindsey Sharpe June 1, 2026
Learn essential estate planning tips including wills, trusts, powers of attorney, and beneficiary reviews to help preserve your family's future.
Hand placing keys near a toy house and car, with text: “Asset Protection Strategies Texas: How to Shield Your Wealth”
By Boyce & Associates May 29, 2026
Learn how asset protection strategies in Texas can help high-net-worth families and business owners manage and preserve wealth from lawsuits and liability.
Estate and insurance planning services banner with house model and hands writing on paperwork
By Boyce & Associates May 27, 2026
Most financial plans overlook estate and insurance planning services. Boyce & Associates in Cedar Park, TX, shows families and business owners what's missing.
Two people review documents at a desk with a laptop; text reads “Life Insurance Planning in Texas: How Much Do You Need?”
By Boyce & Associates May 26, 2026
Learn how much life insurance planning in Texas you need and how Boyce & Associates Wealth Consulting Inc. helps families and business owners evaluate coverage.
BJA logo and “Boyce & Associates Wealth Consulting” above “MARKETMINUTES” on a black gradient background
By Eric Boyce May 22, 2026
In this May 2026 market update, Eric Boyce, CFA covers inflation, rising Treasury yields, Fed policy, and key considerations for long-term investors.
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SEE aLL POSTS

Blue logo for B&A Boyce & Associates Wealth Consulting with “Charts & Chat” text
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.
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.
Blue and white Boyce & Associates Wealth Consulting logo with “CHARTS & CHAT” text
By Eric Boyce June 8, 2026
Watch Charts & Chat from June 7, 2026 with Boyce & Associates. Review IPOs, AI updates, market trends, and insights for informed financial decisions.
By Eric Boyce June 1, 2026
Watch Charts & Chat from May 31, 2026 with Boyce & Associates. Review market trends, charts, and key insights to support informed financial decisions.
Black title slide: Boyce & Associates Wealth Consulting, Letters from Eric, June 2026 market outlook on inflation and yields
By Eric Boyce June 1, 2026
Eric Boyce, CFA shares the June 2026 market outlook: sticky inflation, rising Treasury yields, Fed policy, and insights for long-term investors.
Show More