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 Brad M. Weafer, CFA | Chief Investment Officer There is an old saying that suggests “hope” is not an investment strategy. After the last two years under the specter of Covid-19, we could all use a little bit of hope this holiday season. Just as my children are...
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 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 Brad M. Weafer, CFA, Chief Investment Officer December has arrived, and the holidays are rapidly approaching. My children have already submitted their wish lists for holiday gifts and it is time we do the same. As we do annually, we will consider this past year...
by Brad M. Weafer, CFA, Director of Research As the calendar turns, we find it instructive to take stock of the year behind us and look forward to what might be in store for the rest of 2018. 2017 in Review It was a good year for equity investors. The S&P...
