by Boston Financial Management | Feb 26, 2020 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Financial markets have been rattled in recent days as the number of new coronavirus cases outside of China has continued to grow. In prior weeks, investors had shown signs of complacency, and sentiment propelled...
by Boston Financial Management | Feb 14, 2020 | Financial Pages
by Brad M. Weafer, CFA, Chief Investment Officer 2019 was a strong year for equity returns, but it is now in the rear view mirror. Positive returns have continued year to date and we thought it was an opportune time to let clients know about key developments we are...
by Boston Financial Management | Feb 5, 2020 | In the News
Abby Psyhogeos, Wealth Manager, was recently featured in February’s edition of Maine Home + Design, discussing behavioral economics and investing. Read her full Q&A on the topic, below: Please visit Maine Home + Design at...
by Boston Financial Management | Jan 31, 2020 | In the News
BFM sub advises on investment decisions for a retail mutual in the U.K (The Marlborough US Multi-Cap Income Fund). Chief Investment Officer Brad Weafer was recently quoted in a Citywire UK commenting on our outlook for U.S. equities. Check out the article linked...
by Boston Financial Management | Jan 21, 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 | Jan 16, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning For many, the New Year is a time to set goals or to improve some aspect of one’s life. According to a recent Marist poll¹, the most common New Year’s resolutions for 2020 are to eat healthier and...
by Boston Financial Management | Dec 20, 2019 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning The Setting Every Community Up for Retirement (“SECURE”) Act has been stalled in Congress and seemed unlikely to pass this year. At the last minute, it was added to a bipartisan spending bill that...
by Boston Financial Management | Nov 25, 2019 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning Are you taking advantage of opportunities to lower your tax bill? As many realized last April, the Tax Cuts and Jobs Act of 2017 dramatically changed the tax landscape. You should proactively review your...
by Boston Financial Management | Nov 20, 2019 | 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 | Nov 11, 2019 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Long-time readers of our newsletters will notice a consistent theme in our message. It is necessary to focus on economic growth because it underpins corporate profit growth, the key determinant equity returns over...
