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...
by Boston Financial Management | Mar 26, 2024 | Announcement, In the News
High Quality Dividend Appreciation and Global Asset Allocation Strategies Awarded Manager of the Decade; High Quality Mid Cap Awarded 2-Stars Boston Financial Management (“BFM”) has been awarded PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager...
by Boston Financial Management | Jan 23, 2024 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted strong results in the fourth quarter, delivering very healthy full-year returns Lower inflation, lower interest rates, and a positive...
by Boston Financial Management | Dec 22, 2023 | Financial Pages, Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer I have shared many conversations with friends lamenting the newer holiday tradition of the “Elf on the Shelf”. For those unfamiliar, each morning, children wake up to find a “magical” toy elf placed in a different...