Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business
Submitted by The Blakeley Group, Inc. on March 14th, 2018
Blog
MARCH 2018: U.S. Stocks Were Down
Submitted by The Blakeley Group, Inc. on March 12th, 2018FUN FACT: Living Presidents are banned from having their faces on currency.
NOTE: Areas with blue text show the most recent market updates since the February Capital Highlights email.
Want to Promote Family Entrepreneurship? Consider a Family Bank
Submitted by The Blakeley Group, Inc. on March 1st, 2018
A key objective among wealthy families is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies.
Stress Test Your Financial Plans
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Identity Theft (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018In this live webinar, you will learn about identity theft: how to recognize if it happens to you, and ways to prevent or fix it.
You can find the accompanying paper by clicking here.
Trusteeship for the Non-Professional (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018In 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.
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.
JAN 2018: Strong Start for US Markets
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:
NOV 2017: Dow Jones Industrial Average was the Big Winner
Submitted by The Blakeley Group, Inc. on November 22nd, 2017Recommended 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
OCT 2017: Strong Gains Across the Board for the US for Q3
Submitted by The Blakeley Group, Inc. on October 9th, 2017We 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
