by Boston Financial Management | Jun 9, 2020 | Announcement
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 6-Star Top Gun...
by Boston Financial Management | May 21, 2020 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Making sense of the stock market during the Covid-19 shut-down. The rapid decline in stock prices in February/March that accompanied the shut-down of the economy due to Covid-19 has been replaced by a +30% rally off...
by Boston Financial Management | May 6, 2020 | Special Edition
Each quarter, Boston Financial Management publishes a presentation of our latest views, highlighting important trends in the economy and the financial markets. Our team recently completed its latest update as highlighted in this post. As always, the team here at...
by Boston Financial Management | Apr 14, 2020 | Financial Pages
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning With the current low interest rate and AFR (Applicable Federal Rate)* environment, it is a good time to incorporate these rates to update your estate plan. Below are a few...
by Boston Financial Management | Mar 31, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) was signed into law by President Trump on Friday, March 27th. This $2 trillion stimulus package provides an extensive array of...
by Boston Financial Management | Mar 30, 2020 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer To say life has been interrupted by the coronavirus crisis would be a gross understatement. The physical, social and financial toll the epidemic has had on everyday life is without precedent in modern American life. As...
by Boston Financial Management | Mar 19, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning In IRS Notice 2020-17 the Internal Revenue Service announced some relief for taxpayers affected by the COVID-19 pandemic. On March 20, 2020, Secretary Mnuchin also moved the filing deadline for all taxpayers. ...
by Boston Financial Management | Mar 16, 2020 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer In the brief time since we penned a note to clients last week titled “Managing Through Volatility”, stock and bond market volatility has increased. This has made adherence to our suggestion of sticking to...
by Boston Financial Management | Mar 10, 2020 | Announcement, In the News
Laurie L. Novak, CFP® Wealth Manager BFM Welcomes New Team Member, Laurie L. Novak, CFP®Boston Financial Management would like to welcome Laurie Novak to our team of dynamic wealth managers! As a Wealth Manager, Laurie will be working with individuals and families,...
by Boston Financial Management | Mar 10, 2020 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Significant volatility continues to grip the world’s financial markets. The coronavirus outbreak and its impact on the economy continues to weigh on sentiment. The number of confirmed cases outside of China...
