by Boston Financial Management | May 26, 2021 | Events
On May 18, 2021 Boston Financial Management hosted a live webinar titled Looking Back and Planning Forward: 2021 Market Outlook. Joining K.C. King, Wealth Manager at BFM, was Liz Ann Sonders, Senior Vice President, and Chief Investment Strategist at Charles Schwab. If...
by Boston Financial Management | Apr 14, 2020 | Financial Pages
  by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning With the current low interest rate and AFR (Applicable Federal Rate)* environment, it is a good time to incorporate these rates to update your estate plan. Below are a few...
by Boston Financial Management | Oct 11, 2018 | Market Commentary
 by Brad M. Weafer, CFA Chief Investment Officer Recent Market Volatility Has Been Concerning, But That Should Not Be A Reason To Panic KEY POINTS: Equity markets have struggled for the last month, particularly the year’s best performing stocks Rising interest...
by Boston Financial Management | Aug 17, 2017 | Market Commentary
Karen R. Bottar, Ph.D., Director of Fixed Income & Managing Director The U.S. has experienced a long period of very low interest rates, which were constructed by the Federal Reserve to help pull the economy out of the great recession of 2008-2009. Yields across...
by Boston Financial Management | Dec 14, 2016 | Market Commentary
Interest rates have been in a secular decline for 35 years. November 2016 signals the low in yields and is depicted in the 10-Year Constant Maturity graph in Figure 1. The chart below depicts this decline since 1980. For those who may not remember, Paul Volker was...