by Boston Financial Management | Jan 23, 2024 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted strong results in the fourth quarter, delivering very healthy full-year returns Lower inflation, lower interest rates, and a positive...
by Boston Financial Management | Oct 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted negative returns in Q3, but balanced portfolios have delivered solid returns year-to-date Cyclical investment risk rises during...
by Boston Financial Management | Jul 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update KEY POINTS Equity markets had a strong 2nd quarter led in large part by the largest companies in the U.S. The U.S. economy continues to defy predictions of a recession,...
by Boston Financial Management | Apr 18, 2023 | Market Commentary
Brad M. Weafer, CFA | Chief Investment Officer KEY POINTS Capital markets shrugged off tighter financial conditions resulting from rising rates and a regional banking panic to post materially better returns during the first quarter relative...
by Boston Financial Management | Jan 19, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key points Stocks staged a comeback in the fourth quarter, but still posted material declines for the year. Bonds also managed positive returns in the fourth quarter, but 2022 was...
by Boston Financial Management | Oct 17, 2022 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Out of night comes day, and out of day comes light Click Video Below for Quarterly...