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.

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.

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.

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.

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.

President Biden has proposed a huge increase in an important tax rate for the highest income Americans. As part of what he calls the American Families Plan, he proposes to almost double the federal capital gains tax rate on those who earn more than $1 million a year. What tax rates are being proposed and when might higher rates take effect? Will these changes have a predictable and negative effect on the performance of the stock market? We will consider these and related questions.

Show Notes:

1 Rosenthal, Steven M. & Burke, Theo; “Who Owns US Stock? Foreigners and Rich Americans.”;Tax Policy Center; October 20, 2020; https://www.taxpolicycenter.org/taxvox/who-owns-us-stock-foreigners-and-rich-americans

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

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.

Chances are you are never very far from a smartphone, tablet, or smartwatch. And it’s increasingly likely that you have at least one smart device (if not multiple) in your home — all designed to make your life easier and more efficient. Smartphones keep us connected with friends and family and allow us to access important accounts, bank online, or check a stock quote wherever we are; smart thermostats let us set the temperature of our home while we’re away; smart TVs provide access to a variety of entertainment via gaming and streaming; and video doorbells alert us when a package has been delivered. But does all that convenience come at the risk of your security and privacy?

Show Notes:

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

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. The briefing 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 exchange. No security may have a weighting of greater than 24%. Lastly, the briefing 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. An index is unmanaged and not available for direct investment.

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

For many of us, getting vaccinated against COVID-19 may feel like scoring big time. It can also be an emotional journey — from securing your first coronavirus vaccine appointment, to holding your breath that your appointment would not be canceled or postponed, and then finally, after waiting a few weeks for your second shot (if you received the Pfizer or Moderna vaccine), being able to exclaim to anyone who cares to listen: “I am fully vaccinated.” So now that you are fully vaccinated and your proof of vaccination has come in some form of a vaccination card, you may be wondering what to do with that important information.

Show Notes:

1 Julie Wernau, “Covid-19 Vaccination Cards Are the Only Proof of Shots, Soon an Essential,” The Wall Street Journal, March 30, 2021, https://www.wsj.com/articles/covid-19-vaccination-cards-are-the-only-proof-of-shots-soon-an-essential-11617105602

2 Krispy Kreme Doughnuts, “COVID-19 Vaccine Offer,” https://krispykreme.com/promos/vaccineoffer 

3 Super Duper Burgers, “COVID-19 Vaccine Offer,” https://www.superduperburgers.com/COVID-19-Vaccine-Offer/

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