by Brad M. Weafer, CFA Chief Investment Officer Executive Summary High quality stocks have underperformed low quality stocks to an extreme degree following the worst of the coronavirus-induced recession and bear market of 2020. Despite normal rotations out of high...
In January, BFM welcomed Daphnie Morcy to the team as the firm’s Intern. Daphnie works alongside each department, helping with various projects and learning about wealth management. We recently sat down with Daphnie to chat a bit further about who she is, and what her...
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning The Internal Revenue Service announced that the federal income tax filing date for individuals for the 2020 tax year is extended from April 15, 2021 to May 17, 2021 (IRS...
On March 11th, 2021, Boston Financial Management hosted a live webinar titled Talking Stocks: The Power of Investing with Conviction. The event was hosted by Tim Farina, CFA, Research Analyst and Tim Robinson, CFA, Research Analyst. Abby Psyhogeos, Managing Director...
