by Boston Financial Management | Oct 17, 2018 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, Director of Estate & Financial Planning As you begin your Fall ‘clean up’, it is also a good time to review your estate planning documents. Please ensure that they address how your digital assets will be...
by Boston Financial Management | Oct 15, 2018 | Events
On October 11, 2018, Boston Financial Management, in partnership with WisdomTree Asset Management, hosted a lunch for clients and friends of the firm at the Langham Hotel in Boston, MA. The lunch featured guest speaker, Joseph F. Coughlin, Ph.D., founder and Director...
by Boston Financial Management | Oct 11, 2018 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Recent Market Volatility Has Been Concerning, But That Should Not Be A Reason To Panic KEY POINTS: Equity markets have struggled for the last month, particularly the year’s best performing stocks Rising interest...