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Perspectives / Blog


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

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Dispelling 3 Common Myths Around Equity Awards
February 23, by Shelby Stahr, CFP®
Making the Most of Year-End Charitable Planning
November 30, by Judith Gordon
3 Key Questions About the 2020 Presidential Election
October 27, by Michelle Soto, CFP®, CDFA™
How Prop 19 Could Affect California Property Tax Exclusions
September 14, by Judith Gordon
Navigating Key Provisions of The CARES Act
June 3, by Judith Gordon
Estate Planning in the Time of COVID-19
April 14, by Judith Gordon
Required Minimum Distributions Waived in 2020
April 8, by Michelle Soto, CFP®, CDFA™
Our Perspective on this Unsettling Environment
March 25, by B|O|S
To Refi or Not To Refi
March 20, by Michelle Soto, CFP®, CDFA™
SECURE Act Benefits 529 Plans
March 12, by Sean Angelis, CFP®
4 SECURE Act Provisions B|O|S Clients With IRAs Need To Know
February 25, by Michelle Soto, CFP®, CDFA™
When the Waiting Is Not the Hardest Part: A Financial Aid Primer
February 18, by Colleen S. Supran, CFA
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