Perspectives / Blog

Articles, podcasts, tips & resources from the team at B|O|S.
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Di-Worsification

 October 10, by Jeffrey D. Lancaster, CFP®

I offer my opinion on a tiny account for a distant cousin. It consists of a single balanced mutual fund. Since it’s a balanced fund of index funds, there haven’t been any performance surprises over the years. Or so I thought until last week, whe... continue reading
Understanding the Increased Tax Benefits of Retirement Planning Under the TCJA
 September 26, by Daniel S Lee, CFA, CFP® Judith Gordon
Cash, Not Miles
 July 27, by Jeffrey D. Lancaster, CFP®
Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some
 June 5, by Kevin Dorwin, CFP®
Red Sky at Night, Red Sky in Morning: The Bond Equivalent
 May 22, by Jeffrey D. Lancaster, CFP®
The New Game in Town: Maximizing the 20% Pass-Through Deduction
 May 22, by Judith Gordon
TRUST
 May 22, by Dave Campbell, CFA
When Seeking Financial Advice, the Old Rule Still Applies: Caveat Emptor
 May 22, by Dave Campbell, CFA Tom Annin
Retirement Savings Hacks in the Gig Economy
 May 22, by Daniel S Lee, CFA, CFP®
What’s New at B|O|S
 May 22, by B|O|S
B|O|S Media Highlights
 May 22, by B|O|S
Time for a Review of Your Estate Plan
 April 16, by Judith Gordon
Lessons From the Stock Sell-Off and Portfolio Strategy in an Expensive Market
 February 21, by Richard T. Golinski, CFA
NOTE TO THE NEW FED CHIEF: EMBRACE PAIN
 February 21, by Dave Campbell, CFA
What You Need to Know About the Tax Cuts and Jobs Act of 2017
 February 21, by Michelle Soto, CFP®, CDFA™
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