by Boston Financial Management | Oct 25, 2022 | Announcement
Boston Financial Management is excited to welcome two new Managing Directors to the team, Yvan P. Bodart, CFA, and Donna M. Scotti. As a Wealth Manager and Managing Director, Yvan works with individuals, families, and institutions to collaboratively develop and...
by Boston Financial Management | Oct 20, 2022 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2023. We have summarized several key points to help you start planning for the new year. If you have any questions, please...
by Boston Financial Management | Oct 17, 2022 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Out of night comes day, and out of day comes light Click Video Below for Quarterly...
