by Boston Financial Management | Oct 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted negative returns in Q3, but balanced portfolios have delivered solid returns year-to-date Cyclical investment risk rises during...
by Boston Financial Management | Oct 4, 2023 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers After months of debate, the Massachusetts House and Senate passed a compromise tax relief bill, and Governor Healey signed it into law the afternoon of October 4th. Here...
