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We apologize, but our April edition of the BOSC Financial Insider will be delayed. Relocating to our new offices caused us to have to pack and move earlier than anticipated and we did not have access to our files. Rest assured, we will have the BOSC Financial Insider published and sent to you in early May.
If you have any questions or concerns, please do not hesitate to contact us. We thank our clients for their continued support and trust that they have placed in us.
We have relocated to our new offices at 333 West Washington Street.
Our new offices are located in Washington Station on the second floor of the 6 story, energy efficient building, which incorporates the use of recycled, renewable, low VOC, and locally sourced materials and boasts one of the region’s first “green” roofs. This move allows us to meet our current work space requirements, with allowances for future growth and development.
Other tenants of the building include First Niagara Bank, attorneys Harris Beach PLLC, engineers O’Brien and Gere, and the building developer, Pioneer Companies.
Our email addresses and phone numbers will remain the same.
Title: Good Friday – Markets will be closed & BOSC offices will be closed
Kevin was a delegate at the Registered Investment Advisor Summit that took place in Texas. The RIA Summit unites an exclusive group of Registered Investment Advisors with top economists, analysts, solution partners, and innovators in the field. The result is an exceptionally efficient, highly collaborative networking and educational environment focused on the topics that matter most to advisors.
BOSC listed as a Delegate at the RIA Summit
Blue Ocean Strategic Capital is proud to have been featured in the January 4th edition of the CNY Business Journal. The article summaries our firm’s growth since our inception in 1997.
With our growth, we have outgrown our current office space located at 443 North Franklin Street. In April, we will be relocating our offices to Washington Station located at 333 West Washington Street in downtown Syracuse.
We thank our clients for their continued support and trust that they have placed in us.
The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, high-level even that will help you address the 2013 post-election issues impacting personal financial planning. It’s the first major professional financial conference that addresses post-election changes head-on with the most advanced technical, all-encompassing learning programs featuring critical insights and high-level guidance directly from the experts on the latest techniques, investment strategies, and changes in estate & tax legislation to ably and accurately advise your clients.Date: Jan 21 - Jan23, 2013Location: Aria Resort and Casino Las Vegas, NV
Ted will be speaking on three topics.
- Social Security: Strategies for Optimizing Your Clients Benefits and Other Social Security Issues
- Divorce Strategies
- Weaving the Behavioral Side of Retirement Planning with the Technical Aspects
Our office will be closed on the following days for our families to observe the 2012 Christmas Holiday. We would like to thank you for your business and the trust you place in us throughout the year.
December 24th (Monday) – we will close at 1:00 pm.
December 25th (Tuesday) – we will be closed all day.
We will resume normal business hours on Wednesday, December 26th.
The following is an article that we read from Advisor One. In the article, they provide a link to the Urban Institute and Brookings Institute’s jointly run Tax Policy Center. The Center has devised a nifty fiscal cliff tax calculator that Americans can use to determine how various plans under consideration might affect their own tax bills.
Click on the article below.
November 29, 2012