Making the Most of Open Enrollment: A Wealth Management Advisor’s View on Employee Benefits 
by admin
As the annual open enrollment season approaches, it’s time to review, reconsider and rearrange your employee benefits with the help of a seasoned wealth management advisor. This period is an invaluable chance to optimize your benefits package for your financial well-being and future security. In this quick guide, Ellen Horan, CFP®, CPA, Partner, delves deeper …
by admin 
Meet Ellen Horan, Wealth Management Partner 
by TJ Bissener
Ellen Horan, Wealth Management Partner, discusses why she chose to work at Boulay and her unique story of switching departments and jobs within the firm to find her passion.
by TJ Bissener 
Interest Rates and Inflation: What Do They Really Mean? 
by Boulay
Interest rates and inflation are two very important financial indicators in the U.S. economy, and it is important to understand the basics. When you hear the phrase – “interest rate hike” or “the Fed is raising rates” – the rate being referred to is the Federal Funds Rate. The Federal Funds Rate is the interest …
by Boulay 
Financial Planning Series: Interest Rates and Inflation – What Do They Really Mean? 
by TJ Bissener
Interest rates and inflation are two important financial indicators in the U.S. economy, and it is important to understand the basics. Ellen Horan, Senior Wealth Manager, explains these terms and why it is crucial to dampen rising inflation and slow the economy in the current market. Third party posts do not reflect the views of …
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