James M Boyd, Financial Services Professional with Nylife Securities LLC.

02/14/2025

Wishing you and your loved ones a Happy Valentine's Day!

02/07/2025

This serves as a great reminder to insure what matters most—with life insurance.

02/05/2025

It’s that time of the year again! Join the Global Market Strategy team at New York Life Investments as they unveil the 2025 Swan Lake report. Tune in this week for the unlikely but impactful risks that could reshape markets:
https://bit.ly/42JSosG

02/03/2025

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance.

01/31/2025

From executive orders to new regulations, the Global Market Strategy team at New York Life Investments breaks down the policy changes marking the Biden-Trump transition. Key areas to watch: geopolitics and tech. Tune in to this week’s episode of Market Matters: https://bit.ly/4hi2V2D

01/29/2025

Financial professionals have a unique opportunity to provide their clients with peace of mind, knowing that their estates are secure, taxes are minimized, and assets are protected, by leveraging the power of life insurance. In this article, trusts and estates attorney Jeff Chadwick describes how intentionally defective life insurance trusts can boost the estate planning process and protect a client's wealth while reducing transfer taxes. Read more to learn how to use this powerful tool as part of an overall financial strategy.
IDITS-What-Advisors-Need-to-Know.pdf

01/27/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

01/24/2025

The Global Market Strategists at New York Life Investments dive into the strong December 2024 jobs report and its impact on the market, including a drop in equities and a rise in Treasury rates. Tune in to learn more: https://bit.ly/4jrCEAl

01/22/2025

Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts in this article and how IDITs can be part of an effective strategy to reduce your taxes and help ensure your wealth is secured for future generations. Learn more about the nuanced world of transfer and estate taxes, and then let’s start planning to protect your assets.
https://bit.ly/4g3CU5L

01/20/2025

In 2025, three obstacles will test entrepreneurial businesses everywhere — and those who act decisively will turn these challenges into opportunities. Learn more.

Geopolitical and economic conditions may bring uncertainty in the year ahead, but they also open doors for businesses to access global markets and talent.

01/15/2025

January is ! It’s the perfect time to declutter your space and streamline your life. Taking small steps can lead to big changes in your home, work, and digital spaces. Let’s kick off the year by setting goals to create a more organized and productive spaces to improve our overall wellness. Share your organizing tips or before-and-after photos using

01/13/2025

2025 will be a balancing act. Economic growth is likely to gradually slow, but sticky inflation data paired with policy uncertainty may make the Fed cautious to provide outright economic stimulus. The Global Market Strategists at New York Life Investments discuss the four bull-bear battles of 2025: policy rate adjustments, long rate volatility, new policy impacts, and long-term capital market themes. Listen now on Market Matters: