by Boston Financial Management | Nov 15, 2022 | Announcement
BFM among top 150 Fee-Only RIAs in AUM Boston Financial Management has been named an RIA leader of 2022 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 102 by assets under management. At the time of the...
by Boston Financial Management | Nov 14, 2022 | BFM Insights
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning Officer Massachusetts Question 1, sometimes referred to as the “Millionaires’ Tax” or the “Fair Share Amendment,” has been approved by voters. As a result, a 4% surtax will be imposed on any income over $1 million...
by Boston Financial Management | Oct 25, 2022 | Announcement
Boston Financial Management is excited to welcome two new Managing Directors to the team, Yvan P. Bodart, CFA, and Donna M. Scotti. As a Wealth Manager and Managing Director, Yvan works with individuals, families, and institutions to collaboratively develop and...
by Boston Financial Management | Oct 20, 2022 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2023. We have summarized several key points to help you start planning for the new year. If you have any questions, please...
by Boston Financial Management | Oct 17, 2022 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Out of night comes day, and out of day comes light Click Video Below for Quarterly...
by Boston Financial Management | Sep 27, 2022 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Key Points Persistent inflation has pressured policymakers into the largest and fastest set of interest rate increases in over 40 years. That shift in policy weighs on the valuations of all financial assets and is...
by Boston Financial Management | Aug 24, 2022 | Financial Life 101
by Katie E. Exchange, CFP® | Associate Wealth Manager Boston Financial Management’s Financial Life 101 Series is designed for the next generation of investors. Our goal is to empower and educate, so everyone, from novices to experts, can find the peace of mind that...
by Boston Financial Management | Aug 18, 2022 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers Everyone hates homework, especially in the summertime, but when it comes to estate planning for your children, you may have some work to do before the school year...
by Boston Financial Management | Jul 20, 2022 | BFM Insights
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The 2018 Tax Act raised the estate and gift tax exemption to $11,180,000 for 2018 (thereby doubling the existing estate and gift tax exemption) and it has been increased each year since...
by Boston Financial Management | Jul 7, 2022 | Announcement
Boston Financial Management is proud to welcome two new Managing Directors to the team, Susan Black, CFP®, AEP®, CAP® and Jonathan L. Cottrell, MBA as well as Alex T. Chen, CFA who joins us as an ESG Analyst. As a Wealth Manager and Managing Director, Susan provides...
