by Boston Financial Management | Jun 26, 2019 | Special Edition
Each quarter, Boston Financial Management publishes a presentation of our latest views, highlighting important trends in the economy and the financial markets. Our team recently completed its latest update as highlighted in this post. As always, the team here at...
by Boston Financial Management | Jun 18, 2019 | BFM Insights, Whitepapers
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning One of the most important decisions you will make when drafting your Last Will & Testament is the choice of an Executor, also known as Personal Representative. Your...
by Boston Financial Management | Jun 12, 2019 | Events
On Wednesday, June 5, 2019, Boston Financial Management hosted an open house for clients and friends of the firm in Portland, ME to celebrate the new office. Leading the Portland BFM office is Abby Psyhogeos, Wealth Manager/Managing Director and Katie Exchange,...
