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.

 

Waiting in Vain

  Brad M. Weafer, CFA, Chief Investment Officer  Sentiment Data Suggest Investors are Pessimistic, a Good Sign for U.S. Equity Investors "...be fearful when others are greedy and greedy only others are fearful." - Warren Buffet Famous investor Warren...

Tax Reform 2017 Highlights

  Alisa Kim O'Neil, JD, CTFA, Director of Estate & Financial Planning "The Unified Framework for Fixing Our Broken Tax Code" was unveiled on September 27, 2017 by the GOP leadership. The highlights of the GOP's proposals are as follows:   FOR INDIVIDUALS/FAMILIES:...

Capital Markets Outlook Series

Boston Financial Management recently wrapped up its “Capital Markets Outlook” series. Brad Weafer, Chief Investment Officer, led a series of discussions regarding his thoughts on the current state of the market and what that means for you. Discussions were held in...

Identity Theft Response Recommendations

Cyber theft has emerged as a serious and ever-growing threat in today's world. Regarding the recent Equifax incident, we suggest visiting the website the company has set up, www.equifaxsecurity2017.com to determine whether your information was compromised. Also,...

Caution Signals for the Debt Markets

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....

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...

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