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 The rapid decline in stock prices in February/March that accompanied the shut-down of the economy due to Covid-19 has been replaced by a +30% rally off...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 | 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 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 | 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...
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 | 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...
by Boston Financial Management | Aug 7, 2019 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Key Points The stock market reacted swiftly this week to the growing threat of a prolonged trade war with China. History suggests overreacting to headlines is a bad course of action. Avoiding overreaction does not mean...
by Boston Financial Management | May 7, 2019 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Equity market behavior over recent months reinforces a valuable lesson to stick with long-term investing plans. What a difference a quarter makes! The S&P 500 returned 13.65% in the first quarter. This was the...
by Boston Financial Management | Jan 10, 2019 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer We counsel taking a long-term approach to investing and caution clients to ignore, best as possible, short-term stock price movements. In that light, it almost seems incongruous to comment on market gyrations. However,...
by Boston Financial Management | Oct 11, 2018 | Market Commentary
by Brad M. Weafer, CFA Chief Investment Officer Recent Market Volatility Has Been Concerning, But That Should Not Be A Reason To Panic KEY POINTS: Equity markets have struggled for the last month, particularly the year’s best performing stocks Rising interest...