by Boston Financial Management | Jun 26, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning On June 23, the IRS issued additional guidance regarding 2020 Required Minimum Distributions (“RMDs”). As noted in an earlier alert, the CARES Act waived all RMDs for 2020. For taxpayers who had...
by Boston Financial Management | Jun 16, 2020 | Events
On June 11, 2020 Boston Financial Management met virtually for a market update with Chief Investment Officer, Brad M. Weafer, CFA. Brad discussed the latest market outlook and the overall impact of the current...
by Boston Financial Management | Jun 9, 2020 | Announcement
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. BFM was honored with a 6-Star Top Gun...