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Boyce & Associates Wealth Consulting, Inc.

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Cedar Park, TX
Boyce & Associates Wealth Consulting, Inc.

Investment advisory services offered through Boyce & Associates, a registered investment adviser to be part of the process.

Boyce & Associates Wealth Consulting works with Individuals and their families, Entrepreneurs, Small Business Owners and Family Businesses. Our services include Wealth Management, Financial Planning and Business Exit Planning. We believe that Financial Planning and Business Exit Planning do not start in a vacuum. Our clients are active participants in the process and we bring a cross functional team (Coaches, Attorneys, CPAs, Bookkeepers, etc.)

10/30/2026

Let's check in.

On a scale of 1–10, how confident are you in your current financial plan?

1 = "I have no idea where I'm headed."
10 = "I feel completely confident about my financial strategy."

There isn't a right or wrong answer.

Your number can simply be a starting point for identifying where you may want more clarity.

Maybe you need to revisit your retirement strategy.
Maybe your investments need a review.
Maybe your insurance coverage has changed.
Maybe your financial goals have evolved.

Sometimes the first step toward greater financial confidence is simply asking the right questions.

10/28/2026

It's easy to focus on today's expenses, today's market, and today's priorities.

But your future deserves consideration, too.

The retirement you envision.
The family you want to support.
The experiences you want to enjoy.
The legacy you want to leave.

Financial planning gives those future goals a place in today's conversations.

Because the choices you make today can help create the options you have tomorrow.

10/26/2026

Financial decisions can feel complicated.

There are investments to consider, retirement accounts to understand, insurance decisions to evaluate, tax considerations to think about, and long-term goals to plan for.

That's where a comprehensive approach can make a difference.

At Boyce & Associates Wealth Consulting, we believe financial planning should help bring the pieces together.

The goal is to understand your complete financial picture and develop strategies around what matters most to you.

Because the purpose of financial planning isn't simply having more information.

It's having a clearer path forward.

Learn more about our approach:
https://www.boycewealth.com/

10/23/2026

For many business owners, their company is one of their most valuable assets.

But do you know what your business is actually worth?

A business valuation can provide useful information for situations such as:

• Succession planning
• Selling or transitioning a business
• Buy-sell agreements
• Estate planning
• Partner changes
• Strategic decision-making

Understanding the value of your business isn't only important when you're ready to sell.

It can be valuable information throughout the life of your company.

Learn more about Boyce & Associates Wealth Consulting:
https://www.boycewealth.com/

10/22/2026

Thank you to everyone who joined us last night at Maggiano’s at The Domain for “Protecting Their Future Without Losing Yours,” an evening on planning for aging parents, finances, and peace of mind.

This topic matters to us. A large share of people turning 65 today will need some form of long-term care. Too often, families don’t talk about it until a crisis forces the issue, and by then the choices are fewer and the decisions are harder.

That’s why talking with the older generation early matters so much. Asking a parent about their wishes, their finances, or their healthcare plans can feel uncomfortable, but it’s one of the most caring things a family can do. It protects their dignity and independence, and it helps protect your own future too.

I’m proud of our own Kelly Griggs,who led the discussion on the financial side of caregiving. Kelly cares deeply about this work, and it showed. Thank you as well to our guest speakers, Kim Barnes of Parenting Aging Parents and our longtime collaborative partner Ray Mohan of TruChoice Financial Group, for sharing their insight, and to our guests for the thoughtful questions.

If the topic has you thinking about your own family’s plan, our team is always happy to keep the conversation going.

10/20/2026

Before making a significant investment decision, take a step back and ask:

1. Why am I making this decision?
Does it support a specific financial goal?

2. How does it fit into my overall strategy?
Consider the role it plays alongside your existing investments.

3. Am I reacting to short-term information?
Market headlines and emotions can influence decisions. A long-term perspective can help provide context.

Investing isn't just about choosing an investment.

It's about understanding how that decision fits into your broader financial plan.

Keep your investment decisions connected to your long-term goals.

10/17/2026

When people think about legacy planning, they often think about what happens after they're gone.

But building a legacy can begin much earlier.

It can involve teaching children and grandchildren about money, establishing thoughtful financial habits, supporting causes you care about, and creating a plan for the wealth you've worked hard to build.

Legacy planning is about connecting your financial resources with your values.

What do you want your wealth to accomplish?

That's a question worth answering long before it's time to pass it on.

Learn more about financial planning:
https://www.boycewealth.com/financial-planning

10/09/2026

You don't have to have everything figured out today.

Financial progress can look different at every stage of life.

Maybe you're paying down debt.
Maybe you're starting to invest.
Maybe you're building an emergency fund.
Maybe you're preparing for retirement.
Maybe you're finally creating a financial plan.

Wherever you are, the important thing is to keep moving forward.

What financial goal are you working toward?

10/07/2026

This week, CEO Eric Boyce, CFA discusses key economic and market developments:

1️⃣ Bond Market Sell-Off: Recent selling has pushed yields higher across most bond categories. Eric examines the reasons behind the move and the forward-looking risks for fixed-income markets.
2️⃣ Deficits & Interest Rates: Federal deficits and the growing interest burden remain important factors for markets, alongside expectations for future central bank rate decisions.
3️⃣ Economic Growth: Economic growth, labor market data, and C-suite surveys continue to point toward continued near-term expansion.
4️⃣ Earnings & Valuations: Earnings estimates are rising while valuations are falling, but risks remain—including increased mega-cap concentration and elevated expectations surrounding AI.
5️⃣ AI Capital Spending: A closer look at expectations for AI-related capital spending and the potential sources of funding behind this continued investment.
6️⃣ Consumer Spending: Consumer spending continues to receive support from the wealth effect, including withdrawals and spending funded by gains in equity markets.
7️⃣ Investor Sentiment: The S&P 500 price-to-earnings ratio continues to move alongside the Fed Sentiment Index. Institutional investors maintain high equity allocations, while individual investors are becoming increasingly bearish and analysts are beginning to reassess corporate profit estimates.

👉 Watch the full Charts of the Week:
https://www.boycewealth.com/thought-leadership/charts-chat-september-27-2026-boyce

10/06/2026

A financial plan shouldn't sit in a folder and never be looked at again.

Your income can change. Your family can grow. Your priorities can shift.
Markets can move. Retirement may get closer.

All of these changes can create new financial considerations.

That's why ongoing financial planning matters.

A regular review can help you evaluate whether your strategy still aligns with:

✔ Your current goals
✔ Your investment strategy
✔ Retirement expectations
✔ Tax considerations
✔ Insurance and risk management
✔ Your family's changing needs

The goal isn't to predict everything that will happen.

It's to have a strategy that can adapt when life does.

Learn more about comprehensive financial planning:
https://www.boycewealth.com/financial-planning

Address

3109 Kenai Drive , Ste. 107
Cedar Park, TX
78613

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.boycewealth.com/

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