by Boston Financial Management | Aug 24, 2023 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers It’s August and for parents of college-bound young adults, this often means packing the car with school supplies and ramen noodles, and of course, paying tuition. One...
by Boston Financial Management | Jul 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update KEY POINTS Equity markets had a strong 2nd quarter led in large part by the largest companies in the U.S. The U.S. economy continues to defy predictions of a recession,...
by Boston Financial Management | Jul 10, 2023 | Community Outreach
Boston Financial Management has been recognized by HomeStart, Inc. as “Rookie of the Year” for its employees’ participation in the yearly spin-a-thon event, iCycle. For almost 15 years, Bostonians have participated in outdoor spin classes at the end of February to...
by Boston Financial Management | May 31, 2023 | Announcement, In the News
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM was honored with a 1-Star Top Gun rating for the firm’s...
by Boston Financial Management | Apr 18, 2023 | Market Commentary
Brad M. Weafer, CFA | Chief Investment Officer KEY POINTS Capital markets shrugged off tighter financial conditions resulting from rising rates and a regional banking panic to post materially better returns during the first quarter relative...
by Boston Financial Management | Feb 16, 2023 | Video
As Congress contends with a debate over the U.S. debt ceiling, Jay Nicholls, Director of Trading at Boston Financial Management, explains the importance of the debt ceiling, describes a variety of potential outcomes, and outlines our perspective at BFM. Video...
by Boston Financial Management | Jan 19, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key points Stocks staged a comeback in the fourth quarter, but still posted material declines for the year. Bonds also managed positive returns in the fourth quarter, but 2022 was...
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...
