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BOS Perspectives

Business & Economics Podcasts

Offering perspective at the intersection of investing and life.

Offering perspective at the intersection of investing and life.

Location:

United States

Description:

Offering perspective at the intersection of investing and life.

Language:

English

Contact:

4157818535


Episodes

Exploring Financial and Physical Fitness

1/22/2021
On today’s episode David is joined by B|O|S Director of Financial Planning, Michelle Soto and her online personal trainer, Chad Morgan. They’re in conversation exploring the foundational elements of financial and physical fitness.

Duration:00:42:21

Review of Securities Markets, Third Quarter, 2020

1/15/2021
Should investors be concerned about the increase in volatility and speculative activity that was prevalent in 2020? Let’s just say that there is a reason that it is more expensive to insure a Porsche Spyder than a Toyota Camry. The faster things move, the higher the probability of an accident. The strong rallies in some assets and asset classes have led to rich valuations that may lead to price declines at some point down the road, but no one knows for sure when and if that will happen or...

Duration:00:10:07

BOS Flash Briefing: January 11, 2021

1/13/2021
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index....

Duration:00:06:05

BOS Flash Briefing: January 4, 2021

1/6/2021
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ 100 Index, which is a modified market capitalization-weighted index of the 100 largest and most active non-financial domestic and international issues listed on the NASDAQ...

Duration:00:06:58

BOS Flash Briefing: December 14, 2020

12/16/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index....

Duration:00:05:48

BOS Flash Briefing: December 7, 2020

12/9/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ Composite Index, which is a market capitalization-weighted index of common equities listed on the Nasdaq stock exchange. The index includes all Nasdaq-listed stocks that are...

Duration:00:06:04

When a Financial Planner Becomes a Dad

12/7/2020
Everyone told me that having a child changes everything - and they were absolutely right. I immediately felt a strong sense of responsibility to protect my growing family and provide them with a healthy and happy life. As we began to settle into our new family routine, I knew there were a few key financial planning items I wanted to take care of to help provide security for my family’s future. I was happy to put what I’ve learned as a financial planner to use and take the important next...

Duration:00:08:47

BOS Flash Briefing: November 30, 2020

12/2/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index....

Duration:00:05:52

BOS Flash Briefing: November 23, 2020

11/25/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index....

Duration:00:05:43

Legacy Planning with 529 Plans

11/23/2020
For the average high school student dreaming of a career with significant income potential and future wealth, attending college is often key to making these dreams a reality. Despite the promising future that college and professional degrees can unlock, the steep (and rising) cost of college admission can be too high for some families to bear. Fortunately, 529 plans can ease this financial burden by offering a way for people to save for their family members’ education expenses in a...

Duration:00:11:17

Going Public With SPACs

11/20/2020
Many people are relatively familiar with a company IPO, or initial public offering, whereby a private company offers the public an opportunity to purchase shares of its company stock. Far fewer individuals are familiar with SPACs — special purpose acquisition companies — though they have become more popular in the last few years. SPACs continue to gain in popularity as a quicker and often less risky way for a private company to go public. Particularly in 2020, many companies have chosen to...

Duration:00:08:18

JVG The Stretch Is Dead Estate Planning Options for IRA Accounts Post-SECURE Act

11/18/2020
The SECURE Act dramatically changed the estate planning options available to individuals with assets held in IRAs.1 While the SECURE Act raised the age for required minimum distributions from retirement accounts to age 72, the act also limited the amount of time many non-spouse beneficiaries of an IRA have to deplete an IRA account to 10 years. Even with the SECURE Act in place, there are still a handful of estate planning strategies that can potentially help maximize the financial benefits...

Duration:00:10:49

The Stock Market Is Not the Economy

11/16/2020
If you’ve been paying attention, you already know the incredible impact of the coronavirus pandemic on the U.S. economy. Amazingly, while all of this has been happening, the U.S. stock market, as measured by the S&P 500 Index, was up for the year through late October. How is this possible? Shouldn’t stock prices reflect the conditions of the overall economy? How could the stock market be holding up so well when so many Americans are still struggling? Show Notes: This episode referenced the...

Duration:00:07:24

Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond

11/13/2020
With the 2020 presidential election we could see some major changes to U.S. tax laws depending on the outcome at the polls. Let’s take a look at some of the proposed changes to current gift and estate tax laws and how they might affect your current estate plan. Show Notes: Important Disclosures: https://www.bosinvest.com/disclosures. The following are important footnotes from this episode: 1 Garrett Watson, Huaqun Li, and Taylor LaJoie, “Details and Analysis of Democratic Presidential...

Duration:00:07:37

BOS Flash Briefing: November 9, 2020

11/11/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. An index is unmanaged and not available for direct investment. For important disclosures, please see bosinvest.com/disclosures.

Duration:00:05:32

BOS Flash Briefing: November 2, 2020

11/4/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ Composite Index, which is a market capitalization-weighted index of common equities listed on the Nasdaq stock exchange. The index includes all Nasdaq-listed stocks that are...

Duration:00:06:26

BOS Flash Briefing: October 26, 2020

10/28/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the NASDAQ 100 Index, which is a modified market capitalization-weighted index of the 100 largest and most active non-financial domestic and international issues listed on the NASDAQ...

Duration:00:05:33

BOS Flash Briefing: October 19, 2020

10/21/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the MSCI ACWI ex US Index, which is a market capitalization-weighted index that captures large and midcap companies in developed and emerging market countries excluding the U.S An...

Duration:00:06:06

What the SECURE Act Means for Qualified Charitable Distributions

10/16/2020
In December, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law with the aim of expanding the retirement saving options available to Americans. The act suddenly overhauled many of the retirement account rules that had been in place for numerous years. Show Notes: Important Disclosures: https://www.bosinvest.com/disclosures

Duration:00:06:48

BOS Flash Briefing: October 12, 2020

10/14/2020
Our weekly updates on the markets and economy released most Wednesdays. Show Notes: This Flash Briefing referenced the S&P 500 Index, which is a market capitalization-weighted index that generally contains the 500 largest publicly traded stocks in the U.S., subject to certain restrictions. It also referenced the Russell 2000 Index, which is a market capitalization-weighted index of U.S. small cap stocks that consists of the 2,000 smallest publicly traded stocks in the Russell 3000 Index....

Duration:00:05:32