BFM News and Market Updates
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...
Financial Life 101 │Which 401(k) is Right For Me?
by Jay P. Nicholls, CFA® | Director of Trading and by Katie E. Exchange, CFP® | Associate Wealth ManagerBoston Financial Management’s Financial Life 101 Series is designed for the next generation of investors. Our goal is to empower and educate, so everyone, from...
Time to Take Stock
by Brad M. Weafer, CFA | Chief Investment OfficerKey Points Investors have been dealt a painful reminder in January that corrections can and do happen with some regularity While the decline has been uncomfortable, there are positive signs looking forward for the...
Our Holiday Wish List
by Brad M. Weafer, CFA | Chief Investment Officer There is an old saying that suggests “hope” is not an investment strategy. After the last two years under the specter of Covid-19, we could all use a little bit of hope this holiday season. Just as my children are...
Boston Financial Management Named an RIA Leader of 2021 by Financial Planning
BFM among top 150 Fee-Only RIAs in AUMBoston Financial Management has been named an RIA leader of 2021 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 140 by assets under management. At the time of the...
House Passes Build Back Better Bill
by Kathy Sablone, JD, AEP®, Co-Chief Planning OfficerThe House passed a new version of the Build Back Better plan on November 19, 2021. The bill must still be passed by the Senate where it is subject to additional changes and an uncertain future. The notable tax law...
Important Tax Numbers for 2022
by Alisa Kim O'Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning OfficerThe IRS released its annual inflation adjusted figures for 2022. Here are some highlights to help you start planning now for 2022.If you have any questions, please contact our Estate and Financial...
Virtual Event – Preparing for an Evolving Tax Landscape
On October 20th, Boston Financial Management hosted a live webinar titled Preparing for an Evolving Tax Landscape. Please note that this webinar discusses the status of the recent tax proposals as of October 20, 2021. Since this date, President Biden has proposed a...
Don’t Let Low Rates Get You Down
by Jay P. Nicholls, CFA®| Director of Trading Executive Summary Interest rates have been falling for decades, but investors still need income Increasing income comes at a cost of increasing risk A selective allocation to higher-yielding segments of the bond market...
BFM’s Capital Markets Report – October 2021
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...