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October 13, 2016

B|O|S Media Highlights

Please read important disclosures HERE.

School’s out: Making the case for a financial planning degree
B|O|S Principal Jennifer Ellison and Financial Planning Paraplanner Tom Annin talk to Financial Planning magazine.

The Hidden Tax on Municipal Bond Income
B|O|S Tax Advisor and Portfolio Manager Steve Pitchford speaks with Money magazine for their “Ask the Expert” column.

The Case Against Annuities
B|O|S Principal Jennifer Ellison is interviewed by Barron’s. *This article notes the annual returns for DFLVX over the last decade as 8.6%. We believe it is actually 6.7%.

Fidelity: Clients Need More Help with College Savings
B|O|S Principal Jennifer Ellison talks to the Financial Times.

Fee-only RIAs still need to monitor fiduciary rule exposures
B|O|S Principals Carol Benz and Dave Campbell talk to LifeHealthPRO.

How to Improve Your Retirement Income if You Haven’t Saved
B|O|S Principal Kevin Dorwin talks to the New York Times about saving for retirement.

Filed under: In the News

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