Market Commentary

 

Timely investment topics and opinions from the BFM investment team.

Financial Pages

 

A quarterly newsletter featuring a market overview and wealth management topics.

 

Whitepapers

 

An educational library of wealth and financial planning topics written by BFM experts.

 

Events

 

Join us for upcoming events.

 

BFM Welcomes New Team Member!

Abigail M. Psyhogeos Managing Director As a Managing Director and Wealth Manager, Abby works with individuals and multi-generational families. She is responsible for helping clients achieve their investment and wealth management goals to include setting asset...

“The Road Ahead” Series

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...

BFM is Moving!

Boston Financial Management (“BFM”) will move its office from 1 Winthrop Square, Boston, MA 02110 to 255 State Street, 6th Floor, Boston, MA 02109 on June 22, 2018. Mike Brown, CEO, expresses enthusiasm for the new location, “The move is a result of BFM’s growth and...

IRA Charitable Rollover

 by Kathy M. Sablone, JD, AEP®, Director of Wealth Planning   After months of debate and uncertainty, Congress made the IRA Charitable Rollover permanent at the end of 2015. Since it was first enacted in 2006, this provision had always been temporary and...

20 Under 40: Marjon Tondravi

Marjon Tondravi, Operations Associate at Boston Financial Management, has recently been recognized by The Sun Chronicle in their 20 Under 40 segment.20 Under 40 honors young members of the community for professional success and community involvement. In addition to...

Don’t be a Drama Queen

  by Brad M. Weafer, Chief Investment Officer Key Points: A disconcerting level of volatility has returned to U.S. equity markets since January The reaction to recent headline market news has been overly dramatic We are optimistic about the outlook for...

The Benefits of Selecting a Professional Trustee

  by Amy F. Sahler, Director of Fiduciary Services One of the most important decisions in creating an estate plan is choosing a trustee - either an independent professional or an individual to perform the critical role of managing your trust assets and...

BFM’s Capital Markets Report – February 2018

Each quarter, Boston Financial Management publishes a review of our latest views, highlighting important trends in the economy and the financial markets. Our team recently completed it’s latest update as highlighted in this presentation. As always, the...

BFM Welcomes New Member to the Team!

Brian J. Walsh, CFP® Managing Director As a Managing Director and Wealth Manager, Brian works with individuals and multi-generational families. He is responsible for helping clients articulate their investment and wealth management goals and develop...

Pin It on Pinterest