94 episodes

Offering perspective at the intersection of investing and life.

BOS Perspectives B|O|S

    • Business
    • 5.0 • 4 Ratings

Offering perspective at the intersection of investing and life.

    BOS Flash Briefing: June 14, 2021

    BOS Flash Briefing: June 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 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 includes Treasuries, government agency bonds, corporate bonds and securitized fixed income securities. Lastly, the briefing 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 growth rates. An index is unmanaged and not available for direct investment.
    For important disclosures, please see bosinvest.com/disclosures.

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

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

    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: https://www.bosinvest.com/wp-content/uploads/2021/06/Chart-Inflation-Part-2-The-Bark-Thats-Worse-Than-the-Bite.png
    Source: U.S. Bureau of Economic Analysis (May 2021)
    Footnotes:
    1 International Monetary Fund: World Economic Outlook Update (January 2021)
    2 U.S. Bureau of Economic Analysis, Personal Consumption Expenditures [PCE] Price Index (May 2021)
    3 U.S. Bureau of Economic Analysis, Personal Consumption Expenditures [PCE] (May 2021)
    4 Here’s Everything The Federal Government Has Done To Respond To The Coronavirus So Far (March 2021). Peter G. Peterson Foundation
    5 College Tuition Is Rising at Twice the Inflation Rate—While Students Learn At Home (April 2020). Forbes
    6 U.S. Bureau of Labor Statistics. Comparison of annual average of CPI-U versus CPI-U Medical Care between 1936-2020
    “What Commodities Prices Are Saying About Inflation”; Ryan Dezember, Joe Wallace and Andrew Barnett; Wall Street Journal, May 20, 2021. https://www.wsj.com/articles/what-commodities-prices-are-saying-about-inflation-11621485045

    Important Disclosures: https://www.bosinvest.com/disclosures.

    • 8 min
    The ABCs of Managing Your Digital Assets

    The ABCs of Managing Your Digital Assets

    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,” https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=201520160AB691
    Important Disclosures: https://www.bosinvest.com/disclosures.

    • 10 min
    BOS Flash Briefing: June 7, 2021

    BOS Flash Briefing: June 7, 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 rates. Finally, it references the Russell 2000 Growth Index, which is a market capitalization-weighted index composed of constituents in the Russell 2000 Index with higher price to book ratios and higher forecasted growth rates. An index is unmanaged and not available for direct investment.

    For important disclosures, please see bosinvest.com/disclosures.

    • 5 min
    BOS Flash Briefing: May 24, 2021

    BOS Flash Briefing: May 24, 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.

    • 5 min
    BOS Flash Briefing: May 17, 2021

    BOS Flash Briefing: May 17, 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. Additionally, this briefing references 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 securities. Further, this briefing references 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 growth rates. Finally, this briefing 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 growth rates. An index is unmanaged and not available for direct investment.
    For important disclosures, please see bosinvest.com/disclosures.

    • 6 min

Customer Reviews

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4 Ratings

AnimalLover4674 ,

Informative & Engaging Podcast

I've found this podcast to provide timely and useful information about the markets/economy and other financial topics. Keep up the great content!

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