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Is Your Pet Part of Your Estate Plan?

Submitted by The Blakeley Group, Inc. on February 3rd, 2024

 

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Insurance: Could You Have Too Much of a Good Thing?

Submitted by The Blakeley Group, Inc. on November 26th, 2023

Insurance

 

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November 2023 - U.S. Home Prices

Submitted by The Blakeley Group, Inc. on November 6th, 2023

The very big picture (a historical perspective):

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Here’s Why You May Need to Update Your Estate Plan

Submitted by The Blakeley Group, Inc. on October 30th, 2023

Here’s Why You May Need to Update Your Estate Plan

 

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October 2023 - Innovation

Submitted by The Blakeley Group, Inc. on October 15th, 2023

The very big picture (a historical perspective):

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It May Be Time to Give Your Wealth Plan a Stress Test

Submitted by The Blakeley Group, Inc. on September 25th, 2023

It May Be Time to Give Your Wealth Plan a Stress Test

 

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September 2023 - College

Submitted by The Blakeley Group, Inc. on September 16th, 2023

The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, which smooths-out shorter-term earnings swings in order to get a longer-term assessment of market valuation.  A CAPE level of 30 is considered to be the upper end of the normal range, and the level at which further PE-ratio expansion comes t

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Five Big In-Retirement Money Mistakes—and How to Avoid Them

Submitted by The Blakeley Group, Inc. on August 26th, 2023

Wealth Management Insights

 

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August 2023: Consumer Insights

Submitted by The Blakeley Group, Inc. on August 9th, 2023

The very big picture (a historical perspective):

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It’s Time To Address the Financial Literacy Problem. Here’s How.

Submitted by The Blakeley Group, Inc. on July 19th, 2023

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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