BFM News and Market Updates
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...
UTMA vs. 529 Plans: Which is Best for Your Family?
UTMA vs. 529 Plans: Which is Best for Your Family? By Kristina L. Foreman, JD, CTFA, Estate and Financial Planner and Timothy J. Gray, Associate Wealth ManagerA new addition to the family is always cause for celebration, though a common concern amongst parents and...
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...
Financial Life 101 │How Should I Invest My 401(k)?
by Jay P. Nicholls, CFA® | Director of Trading and by Kevin M. Perniciaro, CFA | Associate Trader and Research Analyst Boston Financial Management’s Financial Life 101 Series is designed for the next generation of investors. Our goal is to empower and educate, so...
Boston Financial Management Awarded Top Guns Designation by Informa Financial Intelligence
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 our High Quality...
Selecting Your Trustee
by Kathy Sablone, JD, AEP®, Co-Chief Planning OfficerAs you plan for your estate, one of the most important decisions will be your choice of trustee. That choice is also often one of the most challenging. Your trustee holds legal title to the assets in your trust...
Boston Financial Management’s Views on the Russia and Ukraine Crisis
by Timothy J. Farina, CFA, Research Analyst by Timothy M. Robinson, CFA, Research Analyst Along with the rest of the world, we are watching with sadness and dismay as the Russians invade Ukraine. Our hearts break for the Ukrainian citizens, and it is a powerful...
Time in Stocks is More Important Than Timing Stocks
by Brad M. Weafer, CFA | Chief Investment OfficerA striking feature of recent stock market activity has been an abundance of large single stock declines while the major stock market averages have exhibited relative resilience. To illustrate the point, the S&P...
BFM’s Capital Markets Report – February 2022
Each quarter, Boston Financial Management publishes a presentation of our latest views, highlighting important trends in the economy and the financial markets. Our team recently completed its latest update as highlighted in this post. As always, the team here at...
BFM Welcomes Patricia Ferris and Jeremy Glenn
Patricia M. Ferris Vice President of Client Service and TrainingJeremy S. Glenn Managing DirectorBoston Financial Management welcomed two new team members in January 2022. Patricia Ferris joins as the Vice President of Client Service and Training, and Jeremy Glenn...