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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
California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?
 June 17, by Judith Gordon
Inflation Part 2: The Bark That’s Worse Than the Bite
 June 8, by Jay Lee, CFA, CFP®
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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