BFM News and Market Updates

Q4 2023 Quarterly Perspective

Q4 2023 Quarterly Perspective

  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...

Q3 2023 Quarterly Perspective

Q3 2023 Quarterly Perspective

  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...

Massachusetts Passes Tax Relief Legislation

Massachusetts Passes Tax Relief Legislation

By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning OfficersAfter months of debate, the Massachusetts House and Senate passed a compromise tax relief bill, and Governor Healey signed it into law the afternoon of October 4th. Here...

Q2 2023 Quarterly Perspective

Q2 2023 Quarterly Perspective

  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,...

Q1 2023 Market Commentary

Q1 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...

VIDEO: The Debt Ceiling Explained

VIDEO: The Debt Ceiling Explained

As Congress contends with a debate over the U.S. debt ceiling, Jay Nicholls, Director of Trading at Boston Financial Management, explains the importance of the debt ceiling, describes a variety of potential outcomes, and outlines our perspective at BFM.Video...