BFM News and Market Updates
Q2 2023 Quarterly Perspective
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,...
Boston Financial Management Recognized by HomeStart, Inc.
Boston Financial Management has been recognized by HomeStart, Inc. as “Rookie of the Year” for its employees’ participation in the yearly spin-a-thon event, iCycle. For almost 15 years, Bostonians have participated in outdoor spin classes at the end of February to...
Boston Financial Management Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM was honored with a 1-Star Top Gun rating for the firm’s...
Q1 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...
VIDEO: The Debt Ceiling Explained
As Congress contends with a debate over the U.S. debt ceiling, Jay Nicholls, Director of Trading at Boston Financial Management, explains the importance of the debt ceiling, describes a variety of potential outcomes, and outlines our perspective at BFM.Video...
2023 Economic Outlook
by Brad M. Weafer, CFA | Chief Investment OfficerClick Video Below for Quarterly UpdateKey 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...
SECURE Act 2.0: Provisions Affecting Retirement Plans
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning OfficerThe original Setting Every Community Up for Retirement (“SECURE”) Act was signed into law at the end of 2019. Earlier this year, the House passed a follow-up bill known as the Securing a Strong Retirement Act...
Our 2023 Economic Wishlist
by Brad M. Weafer, CFA | Chief Investment OfficerIt has become an annual tradition at Boston Financial Management to put together a wish list of all the things we hope to get this holiday season and into the new year. My kids keep getting older, but their Christmas...
Forbes names Boston Financial Management one of America’s Top RIA Firms
Boston Financial Management is proud to announce that the firm has been selected to Forbes' inaugural list of America's Top Registered Investment Advisors (RIAs). At #20 on Forbes' list, BFM is the highest-ranked firm in New England. To compile the list, Forbes...
Boston Financial Management Named an RIA Leader of 2022 by Financial Planning
BFM among top 150 Fee-Only RIAs in AUMBoston Financial Management has been named an RIA leader of 2022 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 102 by assets under management. At the time of the...