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The Blakeley Group, Inc.

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Capital Highlights

Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.

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Submitted by The Blakeley Group, Inc. on March 22nd, 2018

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

Submitted by The Blakeley Group, Inc. on March 14th, 2018

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March 2018: U.S. Stocks Were Down

Submitted by The Blakeley Group, Inc. on March 12th, 2018

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.

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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.  

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Stress Test Your Financial Plans

Submitted by The Blakeley Group, Inc. on March 1st, 2018

Asking “What If?”

Stress testing financial plans can be a very smart way to help make certain that the plan will deliver as promised.

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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.

You can find the accompanying paper by clicking here.

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  • Wealth Management Insights
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Trusteeship for the Non-Professional (Webinar)

Submitted by The Blakeley Group, Inc. on March 1st, 2018

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.

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  • Wealth Management Insights
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February 2018: Investors Pour $33.2B into Stock-based Funds

Submitted by The Blakeley Group, Inc. on February 12th, 2018

FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement.

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January 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:

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  • Capital Highlights in the Markets
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November 2017: Dow Jones Industrial Average was the Big Winner

Submitted by The Blakeley Group, Inc. on November 22nd, 2017

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

 

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