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Hi Scott Nelson, Senior Wealth Manager with Boulay Financial Advisors with your mid-quarter market and economic update. We start as we have for the past several quarters, by looking at inflation and interest rates. After a steady year-long decline in inflation, we saw it bump up about a half percent during the summer months.  The …

Hi Scott Nelson, Senior Wealth Manager with Boulay Financial Advisors, with your mid-quarter market and economic update video. Let’s start by looking at inflation and interest rates. The latest Consumer Price Index data for July showed a modest two-tenths of a percent increase in inflation. That broke the 12-month string of successive monthly decreases during …

Hi, Scott Nelson, Senior Wealth Manager of Boulay Financial Advisors, with our new mid-quarter update video covering the big economic themes so far in 2023. We start with what has been the biggest economic issue of the past year – that being elevated inflation and rising interest rates. As for inflation, we saw it continue …

Series I Savings Bonds have been making headlines lately for the eye-popping interest rates they are currently paying. How eye-popping? How about a current 9.62% on an annual basis. Are Series I savings bonds the safe, high-earning investment that you have been searching for? Or are they just too good to be true? Scott Nelson, …

The past decade was quite beneficial for the U.S.-focused investor. Despite it being a ten-year period that started in the aftermath of the housing crisis and ended during the pandemic, U.S. stocks performed particularly well. U.S. Bonds and real estate did well too. But should you expect the same strong returns over the next 10 …