Capital Highlights
Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
Submitted by The Blakeley Group, Inc. on March 1st, 2018
In this brief webinar, Dick Blakeley and Paul Erickson will take you through the basics and responsibilities of being a trustee.
You can obtain a copy of the accompanying primer by clicking here.
Submitted by The Blakeley Group, Inc. on February 12th, 2018
FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement.
Submitted by The Blakeley Group, Inc. on February 5th, 2018
"An investment in knowledge always pays the best interest."
~ Benjamin Franklin
NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email.
The very big picture:
Submitted by The Blakeley Group, Inc. on November 22nd, 2017
Recommended reading:
Year End Planning Checklist: 2017
Caring for Elders: Options and Costs
Give us a call and we'll send you a copy (408) 459-4910.
~ Dick Blakeley, CEO/CIO
Submitted by The Blakeley Group, Inc. on October 9th, 2017
We have been a proponent of Value at Risk (VaR) for a number of years and we now have a vendor to help automate calculations. Let us know if you would like to see a briefing paper on VaR and the analysis of your portfolio.
~ Dick Blakeley, CEO/CIO
Submitted by The Blakeley Group, Inc. on September 12th, 2017
"The times, they are a changing"
~ Bob Dylan - October 1963
Submitted by The Blakeley Group, Inc. on August 9th, 2017
"It's not hard to made decisions when you know what your values are."
~ Roy Disney
NOTE: Areas with blue text show the most recent market updates since the July Capital Highlights email.
Submitted by The Blakeley Group, Inc. on July 23rd, 2017
"Happiness is not in the mere possession of money.
It lies in the choice of achievement and the thrill of creative effort."
~ Franklin Roosevelt
NOTE: Areas with blue text show the most recent market updates since the June Capital Highlights email.
Submitted by The Blakeley Group, Inc. on June 19th, 2017
We want to thank everyone who dropped off paper documents to be shredded and recycled. Your participation saved about a ton of paper for repurposing and out of landfills. The Blakeley Group hopes to see you again next year for this event. We continually remind ourselves that each of us make the recycling system work for everyone.
~ Dick Blakeley, CEO/CIO
Submitted by The Blakeley Group, Inc. on May 15th, 2017
It can lead to loss of privacy, identity or worse! Protect yourself!
Feel free to drop off all your sensitive documents you wish to have shredded at our office from now until May 30th. On May 31, we will have ProShred, (www.proshred.com) a bonded insured shredding company come to our office and do on site shredding.