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Services
Resources
About Us
Client Login
Schedule 20-Min Call
October - Markets & Economic Update
Jeff Boyd 10/7/24 Jeff Boyd 10/7/24

October - Markets & Economic Update

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Q2 Phase Four Market & Economic Update: Inflation Eases, Focus on the Fed
Jeff Boyd 7/11/24 Jeff Boyd 7/11/24

Q2 Phase Four Market & Economic Update: Inflation Eases, Focus on the Fed

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May Economic and Markets Update
Jeff Boyd 5/3/24 Jeff Boyd 5/3/24

May Economic and Markets Update

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Markets – Week of April 15, 2024 - Iran Attacks and Inflation update
Jeff Boyd 4/16/24 Jeff Boyd 4/16/24

Markets – Week of April 15, 2024 - Iran Attacks and Inflation update

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Q1 2024 Market & Economic Update
Jeff Boyd 4/5/24 Jeff Boyd 4/5/24

Q1 2024 Market & Economic Update

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October Market Metrics that Matter
Jeff Boyd 10/20/23 Jeff Boyd 10/20/23

October Market Metrics that Matter

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October is Estate Planning Month - Avoid These Mistakes
Jeff Boyd 10/20/23 Jeff Boyd 10/20/23

October is Estate Planning Month - Avoid These Mistakes

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First Half of 2023 Finishes Strong
Jeff Boyd 7/10/23 Jeff Boyd 7/10/23

First Half of 2023 Finishes Strong

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June Market Update
Jeff Boyd 6/12/23 Jeff Boyd 6/12/23

June Market Update

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What to know about the Debt Ceiling deal
Jeff Boyd 6/5/23 Jeff Boyd 6/5/23

What to know about the Debt Ceiling deal

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Bank challenges and the markets - Checking in
Jeff Boyd 3/17/23 Jeff Boyd 3/17/23

Bank challenges and the markets - Checking in

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22 Questions for 2022 Taxes
Jeff Boyd 2/10/23 Jeff Boyd 2/10/23

22 Questions for 2022 Taxes

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A cautious, upbeat start to 2023
Jeff Boyd 2/9/23 Jeff Boyd 2/9/23

A cautious, upbeat start to 2023

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SECURE Act 2.0: How the Change in Retirement Laws Will Affect You
Jeff Boyd 1/20/23 Jeff Boyd 1/20/23

SECURE Act 2.0: How the Change in Retirement Laws Will Affect You

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2022 Markets Post-Mortem: Insights and numbers review
Jeff Boyd 1/12/23 Jeff Boyd 1/12/23

2022 Markets Post-Mortem: Insights and numbers review

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A Rocky First Half
Jeff Boyd 7/7/22 Jeff Boyd 7/7/22

A Rocky First Half

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Jeff Boyd 5/10/22 Jeff Boyd 5/10/22

Financial dangers for Women in retirement

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Jeff Boyd 5/9/22 Jeff Boyd 5/9/22

May 2022 Market Update

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Historical Market Responses To: War & Geopolitical Events
Jeff Boyd 3/7/22 Jeff Boyd 3/7/22

Historical Market Responses To: War & Geopolitical Events

Historical Market Responses To Wars & Other Geopolitical Events

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How to Avoid Financial Scams
Jeff Boyd 2/9/22 Jeff Boyd 2/9/22

How to Avoid Financial Scams

Helpful Statistics And Tips To Avoid Financial Scams In The Age Of Technology

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The information provided in third party links are from sources we believe to be reliable. However, we cannot guarantee that it is accurate or complete. Opinions are those of the author and are not necessarily those of Phase Four Financial Solutions or Independent Financial Group and are subject to change without notice.

Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 

Registered Representative offering securities & advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer & investment advisor. Member FINRA/SIPC. Phase Four Financial Solutions & IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130

Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, LA, MD, MI, MN, MO, MS, MT, NE, NM, NV, OR, PA, SD, TN, TX, UT, VA, WA, & WY. No investment strategy can guarantee a profit or protect against loss.

Jeff Boyd, CA Insurance License #0C53243. Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract. Please keep in mind Insurance companies alone determine insurability, and some people, for their own health or lifestyle reasons, are deemed uninsurable.