by Boston Financial Management | Jun 27, 2018 | Events
Boston Financial Management recently wrapped up its “Road Ahead” series. BFM’s Chief Investment Officer, Brad Weafer, CFA, led a series of discussions, sharing his insights on an aging economic recovery, global markets and what it means for your... by Boston Financial Management | Jun 20, 2018 | Announcement
Boston Financial Management (“BFM”) will move its office from 1 Winthrop Square, Boston, MA 02110 to 255 State Street, 6th Floor, Boston, MA 02109 on June 22, 2018. Mike Brown, CEO, expresses enthusiasm for the new location, “The move is a result of BFM’s growth and...
by Boston Financial Management | Jun 18, 2018 | BFM Insights, Whitepapers
by Kathy M. Sablone, JD, AEP®, Director of Wealth Planning After months of debate and uncertainty, Congress made the IRA Charitable Rollover permanent at the end of 2015. Since it was first enacted in 2006, this provision had always been temporary and had to...
by Boston Financial Management | Jun 6, 2018 | Community Outreach
Marjon Tondravi, Operations Associate at Boston Financial Management, has recently been recognized by The Sun Chronicle in their 20 Under 40 segment. 20 Under 40 honors young members of the community for professional success and community involvement. In addition to...