BFM News and Market Updates

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Q3 2024 Quarterly Perspective

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...

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Financial Fall Clean-Up – BFM’s Alisa Kim O’Neil and Kathleen Sablone Interviewed on Boston 25 News

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...

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The Case for Midcap

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...

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Q2 2024 Quarterly Perspective

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...

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Q1 2024 Quarterly Perspective

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...

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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...

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BFM 2023 Holiday Wish List

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...

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Important Tax Numbers for 2024

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...

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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...

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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,...

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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...

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2023 Economic Outlook

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...