Capital Highlights
Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
FUN 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. 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 testing financial plans can be a very smart way to help make certain that the plan will deliver as promised. You can find the accompanying paper by clicking here. 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. 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." 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 ~ Dick Blakeley, CEO/CIO
Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business
Submitted by The Blakeley Group, Inc. on March 14th, 2018
March 2018: U.S. Stocks Were Down
Submitted by The Blakeley Group, Inc. on March 12th, 2018
Want to Promote Family Entrepreneurship? Consider a Family Bank
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Stress Test Your Financial Plans
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Asking “What If?”
Identity Theft (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018
In this live webinar, you will learn about identity theft: how to recognize if it happens to you, and ways to prevent or fix it.
Trusteeship for the Non-Professional (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018
February 2018: Investors Pour $33.2B into Stock-based Funds
Submitted by The Blakeley Group, Inc. on February 12th, 2018
January 2018: Strong Start for US Markets
Submitted by The Blakeley Group, Inc. on February 5th, 2018
~ Benjamin FranklinNovember 2017: Dow Jones Industrial Average was the Big Winner
Submitted by The Blakeley Group, Inc. on November 22nd, 2017
Caring for Elders: Options and Costs
Give us a call and we'll send you a copy (408) 459-4910.
