Boria Wealth Management

Boria Wealth Management Boria Wealth Management, LTD, is a privately held company in Wayzata, MN. Boria Wealth Management, LTD and Cambridge are not affiliated.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Last week, market sentiment shifted as Federal Reserve Chair Jerome Powell’s comments dampened rate-cut hopes and Octobe...
11/21/2024

Last week, market sentiment shifted as Federal Reserve Chair Jerome Powell’s comments dampened rate-cut hopes and October’s inflation data showed a slight rise. Swipe to see insights on CPI data, inflation trends, bond markets, and more.

As always, feel free to reach out with any questions or needs. We are here to help.

October brought mixed signals in the markets, with corporate earnings, labor market shifts, and inflation data taking ce...
11/10/2024

October brought mixed signals in the markets, with corporate earnings, labor market shifts, and inflation data taking center stage. Swipe for insights into how these factors shaped the economic landscape last month.

And as always, reach out to our team with any questions or needs. We are always here as a resource for you.

The S&P 500 had its worst week of 2024 to start September. Yet by month's end, it was another month in the green. Swipe ...
10/01/2024

The S&P 500 had its worst week of 2024 to start September. Yet by month's end, it was another month in the green. Swipe for the key developments that shaped the economy and the markets this month.

And as always, reach out to our team with any questions or needs this fall. We are always here as a resource for you.

August brought a mix of headlines in the financial markets, with the Fed's anticipated rate cut in September and cooling...
09/03/2024

August brought a mix of headlines in the financial markets, with the Fed's anticipated rate cut in September and cooling inflation dominating the conversation.

As we step into September, remember that it's historically the most volatile month of the year. Whether you’re considering alternative opportunities or staying the course, think long-term. As always, reach out with questions or concerns. We are here to help.

Swipe for more insights, and don’t hesitate to reach out with any questions. We're here to help!

Last week brought telling Fed meeting minutes and blunt comments from Federal Reserve Chair Jerome Powell. Swipe for an ...
08/29/2024

Last week brought telling Fed meeting minutes and blunt comments from Federal Reserve Chair Jerome Powell.

Swipe for an overview of these and other developments from the past week. And, as always, reach out with any questions or needs!

Last week was a wild one in the U.S. financial markets. Swipe for an overview of what happened And remember: While an in...
08/14/2024

Last week was a wild one in the U.S. financial markets. Swipe for an overview of what happened

And remember: While an investor can’t dictate the price of assets, they can dictate their reaction to price fluctuations. In many cases, no actual action is needed other than sticking to the existing plan.

For personalized guidance or other investing needs or questions, please do not hesitate to give us a call. We are here as a resource.

After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in t...
08/07/2024

After a strong June, major U.S. equity indexes were mixed in July, indicating some divergence and a potential shift in the narrative to come. And at the start of the month, August showed a different tone than in prior months amid nerves prompted by weak labor market data.

With this seeming narrative shift in mind, we are offering an overview of key July developments and a reminder heading into August. Swipe for more information — and as always, reach out with questions or concerns. We are here to help.

Wishing everyone a fantastic 4th of July! May your day be filled with good summer vibes, delicious grill treats, and of ...
07/04/2024

Wishing everyone a fantastic 4th of July! May your day be filled with good summer vibes, delicious grill treats, and of course, a fireworks display or two 🎆

Our office will be closed in observance of the holiday, but we'll be back on July 8th, ready to bring the fireworks (figuratively speaking, of course!).

Address

125 Lake Street West, Suite 213
Minneapolis, MN
55391

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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