by Boston Financial Management | Apr 16, 2024 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Key Points Equity returns had a strong start to 2024, but bond returns were modestly negative during the first quarter. The combination yielded healthy returns for balanced portfolios. The near-term environment for...
by Boston Financial Management | Apr 4, 2024 | Announcement, In the News
Boston Financial Management is proud to announce that the firm has been selected for the second year in a row to Forbes’ list of America’s Top Registered Investment Advisors (RIAs). At #23 on Forbes’ list, BFM is one of the highest-ranked firms in...