Market Commentary

 

Timely investment topics and opinions from the BFM investment team.

Financial Pages

 

A quarterly newsletter featuring a market overview and wealth management topics.

 

Whitepapers

 

An educational library of wealth and financial planning topics written by BFM experts.

 

Events

 

Join us for upcoming events.

 

Keep Calm and Carry On

  Brad Weafer, CFA, Chief Investment Officer  Key Points:  Equity markets have been eerily calm thus far in 2017 History suggests investors shouldn't get too comfortable, corrections are normal occurrences Investors are prone to panic when equity markets...

There is “A Better Way”

  Brad Weafer, CFA, Chief Investment Officer  Upcoming tax policy changes should have a positive impact on corporate profits.  Investor and media attention remains focused on the policy agenda in Washington. The recent difficulty in attempting to change the Affordable...

Investment Views for 2017

Investment Views for 2017 Chief Investment Officer, Brad Weafer will deliver his insights on the current state of the market, and what that means for you! Please join Boston Financial Management for an evening of cocktails, hors d'oeuvres, and market updates. Brad...

Focus on Fundamentals, Not Fake News

U.S. Economic Data Suggest Continued Growth in 2017 Since the election, the media has focused on our new President. The potential boost to economic growth of a pro-growth policy agenda centered on tax cuts and fiscal stimulus has helped propel equity markets to new...

All I Want for Christmas

Our Wish List for the Coming Year The new year is fast approaching and we are getting ready to close the books on an eventful 2016. And what a year it was! RECAP OF 2016 The year started with a thud as global equity markets declined precipitously on recession fears in...

Bond Market: Rates Rise & Prices Decline

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...

Initial Reaction to the Election

This morning we woke to the stunning news that Donald Trump upset Hillary Clinton in the Presidential election. Polling data heading into Tuesday strongly suggested a Clinton victory, and capital markets are reacting to the surprise Trump victory globally and across...

Risky Business

Low interest rates and concurrent high prices in fixed income markets present investors with very difficult choices. We have written numerous pieces over the last year commenting on the extended valuations in the U.S. equity market.  More importantly, though, low...

Becoming a Florida Resident

Florida has warm weather and no state income or estate tax. It is not surprising that many people choose to relocate to Florida when they retire. You may be surprised to learn that merely spending more than six months in Florida is not enough to change your residency...

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