Boston Financial Management recently wrapped up its “Road Ahead” series. BFM’s Chief Investment Officer, Brad Weafer, CFA, led a series of discussions, sharing his insights on an aging economic recovery, global markets and what it means for your wealth. Discussions were held in Duxbury, Boston, Newton and Gloucester, Massachusetts. BFM was joined by clients, friends and business contacts of the firm. For those who were unable to attend the events, you can see Brad’s latest presentation, given on June 11, 2018 in Gloucester, MA below. As always, our investment team is here to assist with any comments or questions and can be reached at 617-338-8108.
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"The Unified Framework for Fixing Our Broken Tax Code" Affordable Care Act alternative minimum tax behavioral economics Bond Market Border Adjustment Tax Brexit Bull Market Chicago Board of Options Exchange Volatility Index child tax credit corporate debt Corporate Tax corporate tax rate credit fraud credit freeze Debt Markets economic growth equity markets estate tax federal estate tax Federal Reserve Federal Tax Rate Fiduciary Fiscal Spending Global Economic Policy Uncertainty Index global markets identity theft Income Repatriation inheritance tax interest rates Investments labor market Market insight market outlook S&P S&P 500 standard deduction Tax Tax Cuts and Jobs Act tax reform trusts U.S. Stock Market unemployment Wealth Management wills