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 and Wealth Manager joined as Moderator. They covered a range of topics, including BFM’s investment philosophy and discipline, the characteristics of companies in which we invest, why differentiation matters and the impact of current events on client portfolios. These topics are complex, so below you will find overviews to help you navigate the information. As always, the team at Boston Financial Management is available to answer any questions.
To view PDF overviews all concepts discussed in the webinar, please click on the links below:
Disclaimer: This webinar is for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. The information contained herein is the opinion of Boston Financial Management and is subject to change at any time based upon unforeseen events or market conditions.