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
Red Sky at Night, Red Sky in Morning: The Bond Equivalent
 May 22, by Jeffrey D. Lancaster, CFP®
Lessons From the Stock Sell-Off and Portfolio Strategy in an Expensive Market
 February 21, by Richard T. Golinski, CFA
Is Passive Investing Dangerous?
 November 8, by Jeffrey Blanchard, CFA
Another Chance for Some to Elect Portability
 September 21, by Judith Gordon
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®
More Surprises in Store
 February 8, by Richard T. Golinski, CFA
Disappointments at Harvard
 February 8, by Jeffrey D. Lancaster, CFP®
The Year of Living Dangerously
 January 19, by Jeffrey Blanchard, CFA
Profit & Purpose: Uniting Personal Values with Investments
 December 14, by Daniel S Lee, CFA, CFP®
Smoothing the Wealth Transfer Process
 November 29, by Kevin Dorwin, CFP®
Election Reflections
 November 2, by Jeffrey Blanchard, CFA
Mirages in a Low Yield World
 October 13, by Aaron Waxman, CPA, CFP®
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