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Weekly Updates

Stay current with The Boston Advisor’s weekly updates. Get the latest investing news, market trends, and financial insights tailored for Boston-area investors.

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Weekly Updates Articles

Weekly Updates

Wednesday Reading List: Concentrated Stock Strategies and Retirement Tax Planning

This Week's Takeaways: Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient ...
Weekly Updates

Wednesday Reading List: Saving the Bull Market and Tax Planning

My latest: Rent or Buy in Greater Boston Right Now? The rent-versus-buy debate usually hardens into complicated dogma. So, I looked at the numbers for ...
Weekly Updates

Wednesday Reading List (6/17/26): Ceasefire, Fear & Greed, and Fixing Social Security

This Week's Takeaways: The ceasefire has market bulls excited, pointing to the reduced recession risk coming from oil prices dropping, inflation improving overall, and the ...
Weekly Updates

Wednesday Reading List (6/10/26): Rent vs. Buy, Real Estate Deep Dive, and a Retirement Income Plan

This Week's Takeaways: Three updated economic models show that homebuyers may need to adjust to mortgage rates that remain meaningfully above pandemic-era lows, as a ...
Weekly Updates

Wednesday Reading List (6/3/26): Inflation Protection, Tax-Planning, and Investing at All-Time Highs

This Week's Takeaways: The homebuilding industry has struggled since 2022 and Berkshire Hathaway just made a big bet perhaps signaling the beginning of a turnaround ...
Weekly Updates

Wednesday Reading List (5/27/26): Real Estate Struggles, Earnings and AI Stocks, and Planning Tips

This Week's Takeaways: Residential real estate price appreciation nationally isn't keeping pace with inflation, indicating negative real returns, and price appreciation is slowing across the ...
Weekly Updates

Wednesday Reading List: Retirement Tax Planning, Rising Rates, Inflation Policy, and Buying that Vacation Home

This Week's Takeaways: Shifting to higher-yield cash savings could mean billions of dollars yearly in extra returns for U.S. investors who have too much set ...
Weekly Updates

Wednesday Reading List

Investors may be overly focused on whether the Fed will cut or raise rates next and ignoring more important return-drivers, but if we are in ...
Weekly Updates

Wednesday Reading List

You may not have noticed, but international stocks are outperforming the U.S. after a long stretch of it going the other way, so you need ...
Weekly Updates

Wednesday Reading List

Stock market investors are nervous, there's fears that rising rates will hurt bonds, and consumer sentiment is at all-time lows. The tariffs haven't caused as ...