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Perspectives / Blog

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

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IPO Lockup Period Expiration: What’s Next

 July 21, by Peter Yoon, CFA

The company you work for has just had its initial public offering (IPO); it’s a very exciting time. All the hard work and belief you put into the company over the years is set to be rewarded. Now all that’s left is to wait for the six-month locku... continue reading
Should I Own Bitcoin?
 June 28, by Jeffrey Blanchard, CFA
Inflation Part 2: The Bark That’s Worse Than the Bite
 June 8, by Jay Lee, CFA, CFP®
Making Sense of Biden’s Tax Proposal
 April 29, by Jeffrey D. Lancaster, CFP®
One of Those Times
 February 23, by Richard T. Golinski, CFA
Dispelling 3 Common Myths Around Equity Awards
 February 23, by Shelby Stahr, CFP®
Gaming GameStop: What’s Happening and What Does It Mean
 January 29, by Jeffrey Blanchard, CFA
The Stock Market Is Not the Economy
 November 4, by Jeffrey Blanchard, CFA
Going Public With SPACs
 November 4, by Shelby Stahr, CFP®
3 Key Questions About the 2020 Presidential Election
 October 27, by Michelle Soto, CFP®, CDFA™
For Tech Professionals, Value Stocks Make a Lot of Sense
 August 17, by Aaron Waxman, CPA, CFP®
Hope Springs Eternal
 May 18, by Jeffrey D. Lancaster, CFP®
Inflation: The Dog That Hasn’t Barked
 May 18, by Aaron Waxman, CPA, CFP®
Our Perspective on this Unsettling Environment
 March 25, by B|O|S
3 Things to Keep in Mind About Your Investments Going Into the 2020 Presidential Election
 March 10, by B|O|S
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