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The Boston Advisor

The Boston Advisor

Financial Planning and Investment Blog

  • Blog
  • About
  • Wealthy Behavior Podcast
  • My Book
  • In The News
  • Invest with Sammy

7 Best Books I Read in 2019

January 2, 2020

A list of seven recommended books to read in three categories - business and investing, management, and fiction.

Continue Reading 7 Best Books I Read in 2019

Protecting Your Portfolio From The News

November 21, 2019

Investors struggle to hold onto their investments during challenging times. The news typically doesn’t help. It’s important to remember that the news reports today’s events, and shouldn’t be misconstrued as investment advice.

Continue Reading Protecting Your Portfolio From The News

Rethinking When to Take Social Security

November 13, 2019

The advice to delay taking Social Security usually ignores a key assumption. Learn how claiming early can work for you.

Continue Reading Rethinking When to Take Social Security

Welcome to The Boston Advisor

October 26, 2019

Introducing a personal finance blog to help take your finances to the next level created by a long-time wealth manager.

Continue Reading Welcome to The Boston Advisor

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Sammy Azzouz

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.

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