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Boardwalk Financial Strategies Blog

Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.

Get the Most Out of Your Employee Benefits

For many, employee benefit elections for 2024 are just around the corner, and it’s important to know what you’re getting into before making any decisions. There will also be higher 2024 maximum contribution limits for workplace

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HSA? More Like HS-YAY!

Health Savings Accounts, otherwise known as HSAs or (HS “yay”s if you are a tax nerd like me) are one of the most underutilized account types that I have seen in practice. While these accounts

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Headline Concerns vs Market Returns

Both stocks and bonds started off 2023 with a continuation of the strong rally that began late last year. Most would not have expected this result after recalling the headlines from this quarter, but it’s

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Silicon Valley Bank Explained

If you were not familiar with Silicon Valley Bank (SVB), it’s likely that you have heard about it now – and not in a good way. Unfortunately, SVB on Friday became the biggest bank to

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The Inflation Story

When we look back at 2022, there will be plenty of material for the history books. Few, if any, predicted the size and scope of the declines and volatility seen this year. So, while it’s

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Sequels are Never As Good – Are They?

Sequels are never as good – are they? Well, that may just hold to movies. There’s plenty of new tax & retirement planning implications from SECURE Act 2.0, passed Dec. 29, 2022. The original 2020

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Six Financial Best Practices for Year-End 2022

To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in

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Recession and Your Portfolio

“No man ever steps in the same river twice, for it’s not the same river and he’s not the same man.” – Heraclitus This insight from an ancient Greek philosopher is a relevant way to

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