Qualified Opportunity Funds - The latest way to do well by doing good
Submitted by The Blakeley Group, Inc. on January 18th, 2019
Capital Highlights
Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email. Two months ago we introduced Wealth Management Insights, which comes out mid-month. This month’s report is on Multi-Generational Family Meetings. A family meeting can be a place to educate and promote sound financial decision making, to identify shared financial values and to maintain and grow family wealth in a unified manner. NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email. What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? “It’s tough to make predictions, especially about the future" ~ Yogi Berra NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email. NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email. The very big picture:
JAN 2019: Economies
Submitted by The Blakeley Group, Inc. on January 18th, 2019
Economies
NOV 2018: Historical view on Mid-market Election
Submitted by The Blakeley Group, Inc. on December 20th, 2018
Why You Need a ‘Business Plan’ for Your Family
Submitted by The Blakeley Group, Inc. on December 20th, 2018
DEC 2018: About that October-November swoon
Submitted by The Blakeley Group, Inc. on December 11th, 2018
The Value of Multigenerational Family Meetings
Submitted by The Blakeley Group, Inc. on November 14th, 2018
The Importance of Personal Umbrella Policies
Submitted by The Blakeley Group, Inc. on October 19th, 2018
OCT 2018: Remember All Those Predictions?
Submitted by The Blakeley Group, Inc. on October 6th, 2018
A Common Sense Guide to Heart Health
Submitted by The Blakeley Group, Inc. on September 26th, 2018
SEPT 2018: U.S. Stocks Retreat After Record Highs
Submitted by The Blakeley Group, Inc. on September 15th, 2018
