by Boston Financial Management | Mar 30, 2022 | BFM Insights
A Q&A with Lindsy Owens, Estate and Financial Planning Associate Many clients come to Boston Financial Management (“BFM”) with one question in mind; “How do I plan for the unpredictability of the future?” Lindsy Owens, Estate and Financial Planning Associate at...
by Boston Financial Management | Mar 10, 2022 | Financial Life 101
by Jay P. Nicholls, CFA® | Director of Trading and by Kevin M. Perniciaro, CFA | Associate Trader and Research Analyst Boston Financial Management’s Financial Life 101 Series is designed for the next generation of investors. Our goal is to empower and educate, so...
by Boston Financial Management | Mar 9, 2022 | 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 1-Star Top Gun rating for our High Quality...
by Boston Financial Management | Mar 3, 2022 | BFM Insights
by Kathy Sablone, JD, AEP®, Co-Chief Planning Officer As you plan for your estate, one of the most important decisions will be your choice of trustee. That choice is also often one of the most challenging. Your trustee holds legal title to the assets in your trust...
