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Hello Azadeh,

Spring is in the air! Welcome to the 2nd edition of our 2022 quarterly newsletter.

Whether you are a client, business affiliate, or exploring Boston Wealth as your future financial partner, our goal is to have a newsletter that serves each of your needs.

Our newsletter will focus on providing timely economic and market trends, retirement planning strategies for business owners and their employees, and financial planning solutions for individuals and families.

In addition we will keep you updated on what's happening here at Boston Wealth Strategies with seminars and events, along with our community / volunteer efforts and how you can get involved.

Quarterly Market Update

Stay up to date on the economy and markets with perspectives from Brad McMillan and other members of Commonwealth's Investment Management and Research Team.

Market Update - Quarter Ending 03/31/2022

Learn More

Retirement Planning


IRS Tax Reminders:

Don't forget you can still make your IRA contributions for 2021, before you file your taxes or by April 15th!

RMD's are due by April 15th if you turned 72 in 2021.


As tax season draws to a close, find out all the reasons why it's important to monitor your 401(k).

Click here to learn more!

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Financial Planning


Do you know the ways a Health Savings Account can help you with your taxes?

Click here to learn more.

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Do you have adult children or grandchildren under 35? BWS has specialized services dedicated to support them and help plan for their future.

Click here for more information.

Learn More

What's Happening at BWS?

Welcome Jason!

BWS would like to welcome Jason Edinger, CFA to our firm. Jason joins us as our Chief Investment Officer with 12 years of experience in portfolio, research, and investment analyses. He is also a US Army Officer who earned the Bronze Star in recognition for leadership in combat.

Jason's primary focus will be to ensure our investment portfolios and strategies are in line with economic and market forecasts.

Click here to welcome Jason!


Check Out Our New Website!

Our new and improved site has a different look and feel, with a focus on providing a better experience for you. There will be no changes to our URL. Continue to visit our site at

SAVE THE DATE - Shredding Event - (June 9th 3-7 pm)

Protect yourself from identity theft!

Gather your personal, sensitive information and we'll shred it for you for free!

Complete with a food truck so you can bring the whole family for a little night out.

Continue to visit our website for all the upcoming details.


Back by popular demand is our LinkedIn strategic thought of the month video series (STOM).

A forum to share ideas and provide tips from the team members at BWS.

Make sure you are connected to our page and following us to watch these quick videos.

Visit our LinkedIn page!

Contact Us

Boston Wealth Strategies

250 First Avenue - Suite 102

Needham, MA 02494


´╗┐Visit Our Website!

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser.