BFM News and Market Updates
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 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 manager...
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 4th. Here...
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 Gun...
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...