Blog
A Guide to Today’s Macro Happenings, Fiscal/Monetary Policy, and Latest News.
Being educated and informed on how policy and the markets affect your financial plan and portfolio is vital in working towards long-term success. We have a diverse range of content from insightful daily news updates to in-depth, topic-specific commentary. It’s all here.
Estate Planning Checklist in California
Everyone has an “Estate.” Planning for guardianship, asset flow & protection, charitable giving & deductions, and tax implications can provide you with financial confidence knowing you and yours are covered. A knowledgeable and experienced
December CPI Released – Inflation Declining
The biggest economic report to come out this week — arguably for the full month, with a new Fed meeting commencing at the end of it — is out this morning: the Consumer Price Index
Finding a Financial Advisor in Orange County
With 2023 kicking off and a recession in the cards, now is a great time to find a financial advisory firm that fits your needs and goals. Here are a few key points we
The R Word…
The word every investor fears… RECESSION. Let’s take the sting out of the word and characterize the why and necessity of economic contraction. Let’s start by talking about the definition and metrics of a
Year-End Financial Planning Checklist
As 2022 comes to a close, it’s a great time to re-evaluate how the year has gone. This year was a stark reminder of the importance of having a solid financial plan and investment strategy
Investing Against the Tide
We wanted to share this article written almost 50 years that rings eerily true today. In November 1974, few people thought it was a good time to invest. The Dow had lost more than 40%
Boyer Financial Launches New Website
We have worked hard to improve our client offerings and access to things that matter most. From 24/7 Account access via our single sign-on portal to informational audio/video content, it all lives here on our
Let’s Talk Mid-Terms…
Mid-Term Years are Historically More Volatile Mid-Term elections often determine control of congress and provide us an opportunity to either continue or change the course of our nation’s government. With mid-term elections for 2022
