BFM News and Market Updates
Election Implications for Investors
by Brad M. Weafer, CFA | Chief Investment OfficerOn Tuesday, nearly 140M Americans marched to the ballot box, providing clarity into the Presidency and the Senate. The U.S. stock market rallied significantly on Wednesday, partly in response to potential...
Nov 7, 2024
National Estate Planning Week: Is Your Estate Plan Ready?
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning OfficersAs we celebrate National Estate Planning Awareness Week, now is the perfect time to review your estate planning documents and ensure you have a solid plan in place for...
Oct 25, 2024
Q3 2024 Quarterly Perspective
by Brad M. Weafer, CFA | Chief Investment Officer Key Points The third quarter delivered another strong set of results and a shift in market leadership away from the largest technology stocks. While the U.S. economy continues to expand, any signs of slowing labor...
Oct 10, 2024
Financial Fall Clean-Up – BFM’s Alisa Kim O’Neil and Kathleen Sablone Interviewed on Boston 25 News
Alisa Kim O’Neil and Kathleen Sablone Share Tips on Decluttering Your Finances. Co-Chief Planning Officers, Alisa Kim O'Neil and Kathleen Sablone were recently featured on Boston 25 News, offering valuable tips to help you declutter your finances as you prepare for...
Sep 26, 2024
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...
Sep 3, 2024
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...
Jul 25, 2024
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...
May 1, 2024
401K Dips and Don’ts – BFM’s Alisa Kim O’Neil and Kathleen Sablone interviewed on Boston 25 News
Alisa Kim O’Neil and Kathleen Sablone provide insight on 'last resort' 401(k) withdrawals Source: BFM highlighted on Boston 25 News for 401(K) Dips & Tips | Boston 25 News Important This video does not contain any legal or tax advice. You should always consult...
May 1, 2024
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...
Apr 16, 2024
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...
Apr 4, 2024
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...
Mar 26, 2024
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...
Jan 23, 2024
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...
Dec 22, 2023
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...
Nov 20, 2023
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...
Oct 20, 2023
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...
Oct 4, 2023
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...
Sep 22, 2023
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...
Aug 24, 2023
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,...
Jul 20, 2023
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...
Jul 10, 2023
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...
May 31, 2023
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...
Apr 18, 2023
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...
Feb 16, 2023
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...
Jan 19, 2023