by Boston Financial Management | Dec 28, 2022 | BFM Insights
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning Officer The original Setting Every Community Up for Retirement (“SECURE”) Act was signed into law at the end of 2019. Earlier this year, the House passed a follow-up bill known as the Securing a Strong Retirement Act...
by Boston Financial Management | Dec 20, 2022 | Financial Pages
by Brad M. Weafer, CFA | Chief Investment Officer It has become an annual tradition at Boston Financial Management to put together a wish list of all the things we hope to get this holiday season and into the new year. My kids keep getting older, but their Christmas...
by Boston Financial Management | Dec 7, 2022 | Announcement, In the News, Special Edition
Boston Financial Management is proud to announce that the firm has been selected to Forbes’ inaugural list of America’s Top Registered Investment Advisors (RIAs). At #20 on Forbes’ list, BFM is the highest-ranked firm in New England. To compile the...