by Boston Financial Management | Dec 19, 2018 | Community Outreach
Giving Globally– Marjon Tondravi This past November, Marjon Tondravi, Operations Associate, traveled to Cambodia to hand deliver over $25,000 raised for a local Siem Reap orphanage. Along with a monetary donation raise by Marjon, she also brought with her 20 suitcases...
by Boston Financial Management | Dec 19, 2018 | Community Outreach
September 30, 2018 – Abby Psyhogeos, Managing Director, and Jay Nicholls, Portfolio Associate, represented Boston Financial Management in the relay event at the Maine Marathon in support of the Josephine and John Marr Alzheimer’s Research Fund. The Research Fund... by Boston Financial Management | Dec 12, 2018 | Events
On December 5, 2018 Boston Financial Management hosted a Holiday Open House for clients and friends of the firm. The event celebrated the holiday season as well as gave guests the opportunity to tour BFM’s new office space. We thank all of our clients and friends for...
by Boston Financial Management | Dec 11, 2018 | Financial Pages
by Brad M. Weafer, CFA, Chief Investment Officer December has arrived, and the holidays are rapidly approaching. My children have already submitted their wish lists for holiday gifts and it is time we do the same. As we do annually, we will consider this past year...
by Boston Financial Management | Dec 3, 2018 | BFM Insights, Whitepapers
by Amy F. Sahler, Director of Fiduciary Services One of the benefits of annual exclusion gifting is the tax-efficient transfer of wealth to children and others without incurring a gift or estate tax. Annual gifting is a simple and effective way to both transfer...