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  (408) 459-4911  info@theblakeleygroup.com
 

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  3. October 2024

October 2024

Stocks Surged

Submitted by The Blakeley Group, Inc. on October 8th, 2024

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Navigate the Complexities of Tax-Loss Harvesting

Submitted by The Blakeley Group, Inc. on October 8th, 2024

 

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  • Wealth Management Insights
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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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