BFM News and Market Updates

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Q1 2024 Quarterly Perspective

Q1 2024 Quarterly Perspective

  by Brad M. Weafer, CFA | Chief Investment Officer Key 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...

 | wealth management
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...

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Our 2023 Economic Wishlist

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...

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Massachusetts Question 1 Passed

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...

 | wealth management
Important Tax Numbers for 2023

Important Tax Numbers for 2023

by Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning OfficerThe IRS has released its annual inflation-adjusted figures for 2023. We have summarized several key points to help you start planning for the new year.If you have any questions, please contact our...

 | wealth management
Q3 2022 Market Commentary

Q3 2022 Market Commentary

by Brad M. Weafer, CFA | Chief Investment OfficerOut of night comes day, and out of day comes lightClick Video Below for Quarterly UpdateKey Points Traditional asset classes have suffered this year due to inflation, increasingly restrictive central bank policies,...