by Boston Financial Management | Apr 16, 2024 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Key Points Equity returns had a strong start to 2024, but bond returns were modestly negative during the first quarter. The combination yielded healthy returns for balanced portfolios. The near-term environment for...
by Boston Financial Management | Jan 23, 2024 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted strong results in the fourth quarter, delivering very healthy full-year returns Lower inflation, lower interest rates, and a positive...
by Boston Financial Management | Dec 22, 2023 | Financial Pages, Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer I have shared many conversations with friends lamenting the newer holiday tradition of the “Elf on the Shelf”. For those unfamiliar, each morning, children wake up to find a “magical” toy elf placed in a different...
by Boston Financial Management | Oct 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update Key Points Both bonds and stocks posted negative returns in Q3, but balanced portfolios have delivered solid returns year-to-date Cyclical investment risk rises during...
by Boston Financial Management | Jul 20, 2023 | Market Commentary
by Brad M. Weafer, CFA | Chief Investment Officer Click Video Below for Quarterly Update KEY POINTS Equity markets had a strong 2nd quarter led in large part by the largest companies in the U.S. The U.S. economy continues to defy predictions of a recession,...
by Boston Financial Management | Apr 18, 2023 | Market Commentary
Brad M. Weafer, CFA | Chief Investment Officer KEY POINTS Capital markets shrugged off tighter financial conditions resulting from rising rates and a regional banking panic to post materially better returns during the first quarter relative...