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The Boston Advisor

The Boston Advisor

Financial Planning and Investment Blog

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Review: The Psychology of Money by Morgan Housel

January 14, 2021

Review of a great new personal finance book – The Psychology of Money by Morgan Housel. It’s a must read to…

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Wednesday Reading List

January 13, 2021

This week’s article round-up focuses on the economy – how sustainable investments performed last year – year 2 Covid answers -…

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Understanding Sustainable Investing

January 7, 2021

Understanding sustainable investing by defining it, sharing why it’s pursued, and looking at different sustainable strategies and how they’re implemented.

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Wednesday Reading List

January 6, 2021

This week’s article round-up takes a deep look at income inequality, the Georgia runoff, and positioning your portfolio in the event…

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Wednesday Reading List

December 30, 2020

Silver linings from this year – A lengthy look at the coronavirus tragedy – Market expectations for next year – 2020…

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Before and After Covid-19

December 28, 2020

Before and after Covid-19 is a reflection on aspects of life since March I’d like to retain even as I cannot…

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Wednesday Reading List

December 23, 2020

Financial lessons from 2020 – The new stimulus plan – Covid mutations and what it means – Biggest 2021 market risks…

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My Favorite Books This Year

December 21, 2020

Here’s a list of my favorite non-fiction and fiction books from 2020, four in each category.

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Wednesday Reading List

December 16, 2020

Georgia and the markets – BlackRock stepping up its sustainable commitment – The vaccine moon shot – SEC investor alert -…

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Webinar Replay: 5 Portfolio Changes to Consider Now

December 10, 2020

Webinar sharing a few major recent changes to the investment landscape and what portfolio updates to consider to help build your…

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Sammy Azzouz, JD, CFP®

@samazzouz

The Boston Advisor is a blog that takes your finances to the next level by focusing on the planning and investing things you need to know. I’m a wealth manager with Heritage Financial Services who helps people build financial plans and invest their money. More about me here.

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Disclosure: Nothing on this site should be considered financial, investment, or legal advice, or an invitation to buy or sell any securities. Click here for more details.

Copyright © 2020 Sammy Azzouz

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