BFM News and Market Updates
Follow us on social media
Follow us on social media
The Case for Midcap
By Timothy M. Robinson, CFA, Research Analyst and Brad M. Weafer, CFA, Chief Investment OfficerThe Case for Midcap Fade the “Magnificent 7”. Embrace the “Magnificent Midcap” Key Points: While often overlooked, midcap stocks have delivered superior long-term...
Q2 2024 Quarterly Perspective
by Brad M. Weafer, CFA | Chief Investment OfficerKey Points Large U.S. stocks were strong again in Q2 and indices posted another positive quarter leading many equity indices to all-time highs. Market leadership has been incredibly narrow however, and results...
VIDEO: Q1 2024 Quarterly Perspective
Global equity markets started 2024 with strength, and were once again led by large U.S. stocks during the first quarter. A healthy labor market continues to be the key driver, as U.S. unemployment has been below 4% for 26 straight months. Policymakers are also...
Q1 2024 Quarterly Perspective
by Brad M. Weafer, CFA | Chief Investment OfficerKey Points Equity returns had a strong start to 2024, but bond returns were modestly negative during the first quarter. The combination yielded healthy returns for balanced portfolios. The near-term environment for...
Forbes names Boston Financial Management one of America’s Top RIA Firms of 2023
Boston Financial Management is proud to announce that the firm has been selected for the second year in a row to Forbes' list of America's Top Registered Investment Advisors (RIAs). At #23 on Forbes' list, BFM is one of the highest-ranked firms in New England. “Our...
BFM Strategies Receive Prestigious “Manager of the Decade” Award
High Quality Dividend Appreciation and Global Asset Allocation Strategies Awarded Manager of the Decade; High Quality Mid Cap Awarded 2-Stars Boston Financial Management (“BFM”) has been awarded PSN Top Guns distinctions by Informa Financial Intelligence’s PSN...
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...
BFM 2023 Holiday Wish List
by Brad M. Weafer, CFA | Chief Investment OfficerI have shared many conversations with friends lamenting the newer holiday tradition of the “Elf on the Shelf”. For those unfamiliar, each morning, children wake up to find a “magical” toy elf placed in a different...
Important Tax Numbers for 2024
by Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®, Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2024. We have summarized several key points to help you start planning for the new year.If you have any questions, please contact our...
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
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...
Boston Financial Management Named to PSN Top Guns List of Best Performing Strategies for Q2 2023
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM's High Quality Mid Cap strategy was honored with two Top...
Back to School: Estate Planning for College-Bound Children
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning OfficersIt’s August and for parents of college-bound young adults, this often means packing the car with school supplies and ramen noodles, and of course, paying tuition. One...
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,...
Boston Financial Management Recognized by HomeStart, Inc.
Boston Financial Management has been recognized by HomeStart, Inc. as “Rookie of the Year” for its employees’ participation in the yearly spin-a-thon event, iCycle. For almost 15 years, Bostonians have participated in outdoor spin classes at the end of February to...
Boston Financial Management Named to PSN Top Guns List of Best Performing Strategies for Q4 2022
Boston Financial Management (“BFM”) has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest-running database of investment managers. BFM was honored with a 1-Star Top Gun rating for the firm’s...
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...
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...
2023 Economic Outlook
by Brad M. Weafer, CFA | Chief Investment OfficerClick Video Below for Quarterly UpdateKey points Stocks staged a comeback in the fourth quarter, but still posted material declines for the year. Bonds also managed positive returns in the fourth quarter, but 2022...
SECURE Act 2.0: Provisions Affecting Retirement Plans
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning OfficerThe original Setting Every Community Up for Retirement (“SECURE”) Act was signed into law at the end of 2019. Earlier this year, the House passed a follow-up bill known as the Securing a Strong Retirement...
Our 2023 Economic Wishlist
by Brad M. Weafer, CFA | Chief Investment OfficerIt has become an annual tradition at Boston Financial Management to put together a wish list of all the things we hope to get this holiday season and into the new year. My kids keep getting older, but their...
Forbes names Boston Financial Management one of America’s Top RIA Firms
Boston Financial Management is proud to announce that the firm has been selected to Forbes' inaugural list of America's Top Registered Investment Advisors (RIAs). At #20 on Forbes' list, BFM is the highest-ranked firm in New England. To compile the list, Forbes...
Boston Financial Management Named an RIA Leader of 2022 by Financial Planning
BFM among top 150 Fee-Only RIAs in AUMBoston Financial Management has been named an RIA leader of 2022 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 102 by assets under management. At the time of...
Massachusetts Question 1 Passed
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning OfficerMassachusetts Question 1, sometimes referred to as the “Millionaires’ Tax” or the “Fair Share Amendment,” has been approved by voters. As a result, a 4% surtax will be imposed on any income over $1 million...