125
20 153

2:59

Boulay: Women’s Inclusion Network Group for Success (WINGS)

3:23

First Quarter 2024 Market & Economic Update

26:19

Boulay: Location-For-Your-Day

3:31

Estate Portability Provision: Ensuring Maximum Financial Benefit as a Widow(er) | 12-7-23 Webinar

24:34

Fourth Quarter 2023 Market & Economic Update

4:08

Second Quarter 2024 Market & Economic Update

Scott Nelson, Senior Wealth Manager, provides a mid-quarter update covering the big economic themes so far in 2024, including inflation, the U.S. economy, employment, consumer spending and the markets.

Відео

2:59

Boulay | The WealthNAV Experience

Переглядів 302 місяці тому

At Boulay Financial Advisors, we follow a disciplined financial planning process that prioritizes what you value most - helping to identify whether you are on track and how we can help get you there. To centralize your financial life, we utilize a powerful financial planning tool called WealthNAV to apply a series of financial strategies to maintain and maximize your wealth.

Boulay: Women’s Inclusion Network Group for Success (WINGS)

3:23

Boulay: Women’s Inclusion Network Group for Success (WINGS)

Переглядів 1904 місяці тому

Boulay’s inaugural Employee Resource Group, Women’s Inclusion Network Group for Success (WINGS), aims to empower women to thrive in the workplace and foster a culture of allyship that promotes gender equity for all colleagues at Boulay. WINGS was founded in the belief that by creating a supportive forum, providing resources and tools to address challenges, and embracing the strengths of diversi...

First Quarter 2024 Market & Economic Update

26:19

First Quarter 2024 Market & Economic Update

Переглядів 2445 місяців тому

Scott Nelson, Senior Wealth Manager, discusses with Chad Carlson, Chief Investment Officer, the state of the global stock markets and expectations for interest rates in 2024. Chad provides an overview of Boulay's investment process and insights on how the stock market has historically performed in an election year.

3:31

Boulay: Location-For-Your-Day

Переглядів 3165 місяців тому

At Boulay, we strive to create a successful, healthy workplace by allowing our team members to work in a collaborative environment that supports their need for appropriate work-life blending. Our Location-For-Your-Day policy encourages team members to determine where they believe their workday should occur to meet the demands of the day. Our fully remote team members are not only appreciated an...

Estate Portability Provision: Ensuring Maximum Financial Benefit as a Widow(er) | 12-7-23 Webinar

24:34

Estate Portability Provision: Ensuring Maximum Financial Benefit as a Widow(er) | 12-7-23 Webinar

Переглядів 537 місяців тому

Estate and trust partners Andrea Thermos and Emily Blackburn discuss how the portability provision for estate taxes allows a surviving spouse to capture their deceased spouse’s unused estate tax exception amount, ensuring the widow(er) receives the maximum financial benefit. Understand how this provision works, when it should be used, and the advantages and disadvantages of making the election....

Fourth Quarter 2023 Market & Economic Update

4:08

Fourth Quarter 2023 Market & Economic Update

Переглядів 1917 місяців тому

Scott Nelson, Senior Wealth Manager, provides a mid-quarter update covering the big economic themes so far in 2023, including inflation, interest rates, the U.S. economy, employment, housing and the markets.

54:44

U.S. Economic & Market Outlook

Переглядів 1598 місяців тому

Joe Bloodgood, Wealth Management Partner at Boulay, and Liz Ann Sonders, Managing Director and Chief Investment Strategist at Charles Schwab & Co., present a webinar on the latest economic trends and market developments and how they could affect individual investors. Liz Ann offers clear, engaging insights into what’s driving current U.S. stock market performance and what may be coming next. He...

Boulay's Accounting Clarity | Clientek | Outsourced Bookkeeping

1:26

Boulay's Accounting Clarity | Clientek | Outsourced Bookkeeping

Переглядів 469 місяців тому

Kirk | Clientek Founder and CEO “Boulay’s Accounting Clarity services allow us to spend more time doing what we want to do, and that is to serve our customers.” Clientek has offices in four countries and has served 400 clients on over 4,000 software development projects. Boulay’s outsourced bookkeeping services give Clientek a broader view that helps with strategic decision-making and growth. O...

1:56

Meet Ava Raarup, Audit Intern

Переглядів 4510 місяців тому

Ava Raarup, Audit Intern, describes the helpful culture at Boulay, the hands-on work she's done during her internship, and how her internship has set her up for future success.

1:31

Meet, Gianna Leggett , Audit Intern

Переглядів 4610 місяців тому

Gianna Leggett , Audit Intern, describes the onboarding and training processes at Boulay, as well the friendly and helpful culture at the firm.

Meet Anika Lunde, Wealth Management Associate

2:02

Meet Anika Lunde, Wealth Management Associate

Переглядів 18910 місяців тому

Anika Lunde, Wealth Management Associate, describes Boulay's culture, the projects she works on in her current role, and the growth and progress she's made since joining Boulay.

Meet Tristan Moore, Risk Advisory Associate

1:33

Meet Tristan Moore, Risk Advisory Associate

Переглядів 10910 місяців тому

Tristan Moore, Risk Advisory Associate, describes the projects he works on in his current role, how he's gotten involved in Boulay outside of his daily tasks, and what he's most looking forward to in his career.

3:42

Boulay: A Career Fit For Your Life

Переглядів 42110 місяців тому

A career at Boulay means a career that fits your lifestyle. We focus on providing careers that not only prioritize your personal life with flexible working arrangements, but we also encourage you to forge a career path that brings you passion. Boulay’s continued growth allows you endless opportunities, whether you’re just starting out or have years of experience. Boulay is also known for its fo...