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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

Review of Securities Markets, Third Quarter, 2021

10/8/2021
After a strong first half of the year, global stocks continued to rise in July and August before falling in the month of September. The main barometer for large company stocks in the United States, the S&P 500, ended the quarter with a modest gain of 0.6%, bringing the total return for the first three quarters of the year to 15.9%. Attractive gains have been recorded in other domestic equity asset classes this year. Value stocks fell 0.8% during the quarter but the Russell 1000 Value Index...

Duration:00:11:17

BOS Flash Briefing: October 4, 2021

10/6/2021
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 Russell 1000 Value Index, which is a market capitalization-weighted index composed of constituents in the Russell 1000 Index with low price to book ratios and lower forecasted...

Duration:00:06:18

BOS Flash Briefing: September 27, 2021

9/29/2021
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. An index is unmanaged and not available for direct investment. For important disclosures, please see bosinvest.com/disclosures.

Duration:00:05:29

BOS Flash Briefing: August 30, 2021

9/1/2021
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. An index is unmanaged and not available for direct investment. For important disclosures, please see bosinvest.com/disclosures.

Duration:00:05:50

Private Air Travel: Coming to You Soon?

8/27/2021
As the pandemic lingers on, many travelers are seeking ways to avoid crowded airport terminals and the filtered air in aircraft cabins. Therefore, it is not surprising that more and more families and individuals have started traveling on private planes for the first time. Certain modes of private airplane travel such as air charter and membership programs involve no capital investment while other options such as jet card ownership, fractional ownership in an aircraft, or whole aircraft...

Duration:00:11:51

BOS Flash Briefing: August 23, 2021

8/25/2021
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. This briefing 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...

Duration:00:05:59

BOS Flash Briefing: August 16, 2021

8/18/2021
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. This briefing also referenced the Russell 1000 Value Index, which is a market capitalization-weighted index composed of constituents in the Russell 1000 Index with low price to book ratios and lower...

Duration:00:05:57

BOS Flash Briefing: August 9, 2021

8/11/2021
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:00:04:59

BOS Flash Briefing: August 2, 2021

8/4/2021
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:00:05:10

BOS Flash Briefing: July 26, 2021

7/28/2021
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 not derivatives, preferred shares, funds, exchange-traded funds (ETFs) or debenture...

Duration:00:06:46

IPO Lockup Period Expiration: What’s Next

7/26/2021
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 lockup period to expire before you’re free to sell your shares and realize the payoff from your efforts. The lockup period is a good time to take an inventory of your equity awards. You may have some combination of stock options (both incentive stock...

Duration:00:08:34

Review of Securities Markets, Second Quarter, 2021

7/16/2021
The complete Quarterly Summary is available on the B|O|S website here. The following are important footnotes from this episode: [1] Source: Atlanta Federal Reserve website 2 Per the Wall Street Journal, the Fed has been purchasing $80 billion of U.S. Treasury bonds and $40 billion of mortgage-backed bonds every month since June of 2020. 3 Source: American Association of Individual Investors website 4 Source: FINRA website, data through May 2021 5 Source for inflation data: St. Louis...

Duration:00:11:26

BOS Flash Briefing: July 12, 2021

7/14/2021
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 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:00:05:57

Should I Own Bitcoin?

7/2/2021
Laws that impact home ownership are often not well understood. Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind of creditor — the judgment creditor, a creditor who has sued an individual in court and obtained a legal judgment to collect money owed. A judgment creditor has the right to take several actions to collect the debt, including selling assets like real estate. Show...

Duration:00:06:34

BOS Flash Briefing: June 28, 2021

6/30/2021
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 references the Russell 1000 Growth Index, which is a market capitalization-weighted index composed of constituents in the Russell 1000 Index with higher price to book ratios and higher forecasted...

Duration:00:05:22

California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?

6/25/2021
Laws that impact home ownership are often not well understood. Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind of creditor — the judgment creditor, a creditor who has sued an individual in court and obtained a legal judgment to collect money owed. A judgment creditor has the right to take several actions to collect the debt, including selling assets like real estate. Show Notes: A...

Duration:00:06:22

BOS Flash Briefing: June 14, 2021

6/16/2021
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 references the Bloomberg Barclays Aggregate Bond Index, which is a broad-based bond index that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market. The index...

Duration:00:05:43

Inflation Part 2: The Bark That’s Worse Than the Bite

6/14/2021
With a relatively sharp recovery from COVID-19 underway, inflation is again in the headlines after April’s core personal consumption expenditures (PCE) index surged 3.1%, its highest increase since 1992. In this episode, we provide an updated perspective on what's driving inflation, whether we should be concerned about inflation, and key wealth planning action items for inflation longer term. Show Notes: Core PCE vs Core PCE 2% Chart:...

Duration:00:08:15

The ABCs of Managing Your Digital Assets

6/11/2021
Countless questions arise as to how to manage or administer your digital assets if you are unable to do so yourself. For example, if you become incapacitated or die, who will have access to your email and social media accounts? Who owns the rights on material you have posted on blogs or other websites? And how and when will your social media accounts be shut down? Show Notes: 1 California Legislature, “AB-691 Revised Uniform Fiduciary Access to Digital Assets Act,”...

Duration:00:10:39

BOS Flash Briefing: June 7, 2021

6/9/2021
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 references the Russell 2000 Value Index, which is a market capitalization-weighted index composed of constituents in the Russell 2000 Index with low price to book ratios and low forecasted growth...

Duration:00:05:30