by Kathy Sablone, JD, AEP®, Director of Wealth Planning The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law by President Trump on Friday, March 27th. This $2 trillion stimulus package provides an extensive array of...
by Brad M. Weafer, CFA Chief Investment Officer To say life has been interrupted by the coronavirus crisis would be a gross understatement. The physical, social and financial toll the epidemic has had on everyday life is without precedent in modern American life. As...
by Kathy Sablone, JD, AEP®, Director of Wealth Planning In IRS Notice 2020-17 the Internal Revenue Service announced some relief for taxpayers affected by the COVID-19 pandemic. On March 20, 2020, Secretary Mnuchin also moved the filing deadline for all taxpayers. ...
by Brad M. Weafer, CFA Chief Investment Officer In the brief time since we penned a note to clients last week titled “Managing Through Volatility”, stock and bond market volatility has increased. This has made adherence to our suggestion of sticking to...
Laurie L. Novak, CFP® Wealth Manager BFM Welcomes New Team Member, Laurie L. Novak, CFP®Boston Financial Management would like to welcome Laurie Novak to our team of dynamic wealth managers! As a Wealth Manager, Laurie will be working with individuals and families,...
