by Boston Financial Management | Feb 5, 2021 | 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 | Feb 4, 2021 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Following an embarrassing loss in 2015, Patriot’s Coach Bill Belichick famously quipped, “We’re on to Cincinnati.” Coach Belichick refused to entertain any questions about the past, instead he and the team were focused...
by Boston Financial Management | Feb 1, 2021 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning As part of the coronavirus relief bill, The Consolidated Appropriations Act, 2021, signed into law by President Trump on December 27th, certain parts of the CARES Act were...