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.

 

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...

BFM’s 2018 Wish List

      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....

An Update on the Tax Cuts and Jobs Act

 by Kathleen M. Sablone, JD, Director of Wealth Planning Last Friday, the House and Senate Conference Committee agreed on a final version of the Tax Cuts and Jobs Act. The bill has passed a final vote in the Senate and is likely to pass in the House today....

BFM Volunteers!

BFM Volunteers! September 6, 2017 Thanks to the generosity of Boston Financial Management, four employees were able to transform the playroom at Heading Home’s Economic Mobility Center in Dorchester, MA. Countless toys and decorations were donated by both individual...

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