Blog

Out of the Box On Demand Q4 2025

Douglas Box, CFP®, ChFC®, BFA®

Tuesday, October 7, 2025

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the fourth quarter of 2025. They explore inflation trends,...

Out of the Box On Demand Q3 2025

Douglas Box, CFP®, ChFC®, BFA®

Thursday, July 10, 2025

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the third quarter of 2025. They explore inflation trends,...

Expand: Episode 3 - Elder Law

Douglas Box, CFP®, ChFC®, BFA®

Tuesday, June 10, 2025

Expand: Episode 3 - Elder Law with Steve Helseth from Bolt Law Firm

Out of the Box On Demand Q2 2025

Douglas Box, CFP®, ChFC®, BFA®

Wednesday, April 9, 2025

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the second quarter of 2025. They explore inflation trends,...

Out of the Box On Demand Q1 2025

Douglas Box, CFP®, ChFC®, BFA®

Wednesday, January 15, 2025

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the first quarter of 2025. They explore inflation trends,...

Expand: Episode 2 - Estate Planning

Douglas Box, CFP®, ChFC®, BFA®

Tuesday, December 10, 2024

In this Expand episode, Doug Box, CEO and Senior Financial Advisor, and Stuart Bear, Chestnut Cambronne, discuss estate planning and the important role it plays in protecting assets, preserving family wealth, and ensuring your wishes...

Out of the Box On Demand Q4 2024

Douglas Box, CFP®, ChFC®, BFA®

Monday, October 14, 2024

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the fourth quarter of 2024. They explore inflation trends,...

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the third quarter of 2024. They explore the plateauing...

Expand: Episode 1 Charitable Giving

Douglas Box, CFP®, ChFC®, BFA®

Thursday, June 20, 2024

In this Expand episode, Doug Box, CEO and Senior Financial Advisor, and Kyle Wesely, CPA, Wesley & Wesley, discuss charitable giving strategies and the role philanthropy can play within a comprehensive financial plan. The conversation...

Out of the Box On Demand Q2 2024

Douglas Box, CFP®, ChFC®, BFA®

Tuesday, April 16, 2024

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the fourth quarter of 2023. They explore the ongoing...

Out of the Box On Demand Q1 2024

Douglas Box, CFP®, ChFC®, BFA®

Monday, January 22, 2024

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, discusses the key economic and market developments in the first quarter of 2024. He explores the persistent inflation concerns, Federal Reserve interest...

Out of the Box On Demand Q4 2023

Douglas Box, CFP®, ChFC®, BFA®

Monday, October 16, 2023

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the fourth quarter of 2023. They explore the easing inflation...

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the third quarter of 2023. They explore the plateauing...

Out of the Box On Demand Q2 2023

Douglas Box, CFP®, ChFC®, BFA®

Thursday, April 27, 2023

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the second quarter of 2023. They explore the plateauing...

Out of the Box On Demand Q3 2022

Douglas Box, CFP®, ChFC®, BFA®

Thursday, October 20, 2022

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the third quarter of 2022. They explore the persistent...

Out of the Box On Demand Q2 2022

Douglas Box, CFP®, ChFC®, BFA®

Thursday, July 14, 2022

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the second quarter of 2022. They explore rising inflation,...

Out of the Box On Demand Q1 2022

Douglas Box, CFP®, ChFC®, BFA®

Thursday, April 14, 2022

In this Out of the Box on Demand, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the first quarter of 2022. They explore the most important...

Q4 2021 BFA Economic Outlook

Douglas Box, CFP®, ChFC®, BFA®

Wednesday, December 1, 2021

In this Economic Outlook, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the fourth quarter of 2021. They explore inflation trends, Federal...

In this Economic Outlook, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the third quarter of 2021. They explore the economic growth...

In this Economic Outlook, Doug Box, CEO and Senior Financial Advisor, and Cyrus Shabaz, Senior Financial Advisor, discuss the key economic and market developments in the second quarter of 2021. They explore the ongoing economic...