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 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...

Tax Cuts and Jobs Act

   by Kathleen M. Sablone, JD, Director of Wealth Planning After extensive debate, the Senate passed its version of the Tax Cuts and Jobs Act early Saturday morning. Before it can be signed into law, the bill must be reconciled with the version passed by...

BFM’s Capital Markets Report

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...

Thankful for Bull Markets

  by Brad M. Weafer, CFA, Chief Investment Officer  At Thanksgiving dinner last week, my wife asked the kids what they are most thankful for. My daughters gave the proper answer of course (they take after their Mom) and suggested things like family and...

IRS Announces 2018 Annual Inflation Adjustments

  Alisa Kim O'Neil, JD, CTFA, Director of Estate and Financial Planning  The IRS announced its 2018 inflation adjustments on October 19th. It covers more than fifty (50) tax provisions, but here are some of the highlights which we believe will be useful in...

Waiting in Vain

  Brad M. Weafer, CFA, Chief Investment Officer  Sentiment Data Suggest Investors are Pessimistic, a Good Sign for U.S. Equity Investors "...be fearful when others are greedy and greedy only others are fearful." - Warren Buffet Famous investor Warren...

Tax Reform 2017 Highlights

  Alisa Kim O'Neil, JD, CTFA, Director of Estate & Financial Planning "The Unified Framework for Fixing Our Broken Tax Code" was unveiled on September 27, 2017 by the GOP leadership. The highlights of the GOP's proposals are as follows:   FOR INDIVIDUALS/FAMILIES:...

Capital Markets Outlook Series

Boston Financial Management recently wrapped up its “Capital Markets Outlook” series. Brad Weafer, Chief Investment Officer, led a series of discussions regarding his thoughts on the current state of the market and what that means for you. Discussions were held in...

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