Perspectives / Blog

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

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Puerto Rico and the Peril of Changing Rules

 May 23, by Jeffrey D. Lancaster, CFP®

Relative to its small economic output, physical size and declining population, Puerto Rico borrowed an awful lot of money the past many years. In part this money was and is used to help provide goods, services and government jobs for inhabitants of A... continue reading
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 Freda Lam Zietlow, CFA
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®
It Was the Best of Times, It Was the Worst of Times…
 August 11, by Jeffrey Blanchard, CFA
The Biggest Mistake Investors Make and How to Avoid It
 July 6, by Richard T. Golinski, CFA
The Myth about B|O|S and Index Funds
 July 6, by Aaron Waxman, CPA, CFP®
100% Stocks in Retirement? Not so fast.
 April 20, by Jeffrey D. Lancaster, CFP®
Is Inflation Dead or Merely Hiding?
 April 20, by Aaron Waxman, CPA, CFP®
Strong Dollar & Cheap Oil: Be Careful What You Wish For
 April 12, by Jeffrey Blanchard, CFA
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