FEB 2018: Investors Pour $33.2B into Stock-based Funds
Submitted by The Blakeley Group, Inc. on February 12th, 2018FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement.
FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement.
"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:
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
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
"The times, they are a changing"
~ Bob Dylan - October 1963
NOTE: Areas with blue text show the most recent market updates since the July Capital Highlights email.
"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.
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
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.
NOTE: Areas with blue text show the most recent market updates since the March Capital Highlights email.