Perspectives / Blog

Articles, podcasts, tips & resources from the team at B|O|S.
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Another Chance for Some to Elect Portability

 September 21, by Judith Gordon

An estate tax portability election allows a surviving spouse of a decedent who died in 2011 and after to receive the unused portion of their partner’s federal estate tax exemption. Before portability, the unused exemption of the first spouse to die... continue reading
Get Smart
 August 22, by Jeffrey Blanchard, CFA
Puerto Rico and the Peril of Changing Rules
 May 23, by Jeffrey D. Lancaster, CFP®
Our Approach to Socially Responsible Investing
 May 23, by Aaron Waxman, CPA, CFP®
Psychology of Money
 May 23, by Myles VanderWeele, CFP®
Second Acts: Learning To Change From Within
 May 23, by Judith Gordon
Spring 2017: What’s New at B|O|S
 May 23, by Emma Barrie
B|O|S Media Highlights
 May 23, by Emma Barrie
Q1 2017 Quarterly Summary: A Conundrum
 April 27, by BOS Admin®
The Crown: Netflix Original Series Review
 March 22, by Judith Gordon
More Surprises in Store
 February 8, by Richard T. Golinski, CFA
Disappointments at Harvard
 February 8, by Jeffrey D. Lancaster, CFP®
Estate Taxes: In Flux Once Again
 February 8, by Judith Gordon
Mindfulness and Sound Financial Decisions
 February 8, by Kevin Dorwin, CFP®
B|O|S Media Highlights
 February 8, by Emma Barrie
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