Monthly Newsletters

March 2024

March 2024

As we step into the month of March, we at Boggs and Company take pride in our commitment to diversity and inclusion. During Women's History Month, we reflect on the invaluable contributions of women in the finance industry and within our firm. Boggs and Company has long been recognized as a female-centric firm--comprised of over 75% women--where women are not only valued but celebrated for their expertise, leadership, and innovation. As we continue to champion gender equality and empower women in finance, we express our deepest appreciation for the vital role they play in shaping our success and the success of our clients. Here's to honoring the achievements of women everywhere and paving the way for a more inclusive future.


February 2024

February 2024

As we dive into the second month of 2024, we reflect on the strides we made in January, setting the stage for what promises to be an exceptional year. In this issue, we feature Larry's "What Matters" Podcast episode, a quick-view tax guide for your tax-season essentials, and share the warmth and love of Valentine's Day.

January 2024

January 2024

As we embark on this new chapter, let us carry forward the positive momentum and unwavering spirit that defined our journey. Here’s to embracing the opportunities, overcoming challenges, and fostering continued growth and success in the year ahead.

December 2023

December 2023

It has been another incredible year serving our clients, and we know 2024 will be even better. We want to extend our thanks for your continued patience with the downtown construction. Merry Christmas & Happy New Year from all of us at Boggs & Company!

November 2023

November 2023

As we near the end of 2023, we want to express our sincere appreciation for your ongoing trust and partnership with Boggs and Company Wealth Management. Your loyalty has been the cornerstone of our success, and we're excited about the opportunities that lie ahead. As the year concludes, we reflect on the financial milestones we've achieved together and look forward to continuing this journey with you.

October 2023

October 2023

It's Spooky Season! In this edition of our newsletter, we have a lot to celebrate, including Halloween.

September 2023

September 2023

As September comes to a close, we celebrate the entrance of fall and its warm colors and cool breezes. There's been a lot happening at Boggs and Company, and we want to thank each one of our clients for your patience with the downtown construction to attend appointments, the Whiskey Rebellion event, and our Brighthouse seminar. We're gearing up for a wonderful autumn and looking forward to what's to come in the following months.

August 2023

August 2023

The summer has slipped away quickly, but we still have a little time before autumn creeps in! Children are going back to school, the air is cooling, and Boggs & Company has enjoyed July and August.

June 2023

June 2023

You may have already noticed: the downtown area is a little bit of a mess. The City of Cumberland announced there will be road closures and detours during the construction phase of city improvement projects...

May 2023

May 2023

Mother's Day, Boggs and Co Happenings, and Debt Ceiling Drama. Read more below.