BFM News and Market Updates

Summer Homework: Estate Planning for Adult Children

Summer Homework: Estate Planning for Adult Children

By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning OfficersEveryone hates homework, especially in the summertime, but when it comes to estate planning for your children, you may have some work to do before the school year starts....

BFM Welcomes New Team Members!

BFM Welcomes New Team Members!

Boston Financial Management is proud to welcome two new Managing Directors to the team, Susan Black, CFP®, AEP®, CAP® and Jonathan L. Cottrell, MBA as well as Alex T. Chen, CFA who joins us as an ESG Analyst. As a Wealth Manager and Managing Director, Susan provides...

The Weight of Inflation

The Weight of Inflation

  by Brad M. Weafer, CFA | Chief Investment OfficerEXECUTIVE SUMMARY 40-year highs in inflation have roiled financial markets this year In an effort to protect portfolios, we are taking proactive measures such as diversifying in additional asset classes, managing...

April Showers

April Showers

  by Brad M. Weafer, CFA | Chief Investment OfficerEXECUTIVE SUMMARY A host of macro-economic risks have increased in recent months, putting pressure on both stocks and bonds Shares of high-quality companies have suffered, particularly those that experienced strong...

Planning for the Unpredictable

Planning for the Unpredictable

A Q&A with Lindsy Owens, Estate and Financial Planning AssociateMany clients come to Boston Financial Management (“BFM”) with one question in mind; “How do I plan for the unpredictability of the future?” Lindsy Owens, Estate and Financial Planning Associate at...