Don’t Let These Financial Surprises Trip You Up
Submitted by The Blakeley Group, Inc. on May 29th, 2024
Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.
Blog
Rate Cut Cycles
Submitted by The Blakeley Group, Inc. on May 19th, 2024THIS WEEK IN THE MARKETS
STARTING WITH A DOMESTIC OVERVIEW
LATE RALLY LIFTS SMALL-CAPS BACK INTO POSITIVE TERRITORY FOR 2024
Should You Un-Retire?
Submitted by The Blakeley Group, Inc. on April 24th, 2024
Key Takeaways:
Consumers
Submitted by The Blakeley Group, Inc. on April 14th, 2024IN THE MARKETS
DOMESTIC OVERVIEW
STOCKS CLOSE OUT STRONG QUARTER WITH GAINS
ESG: Pros and Cons of Values-Based Portfolios
Submitted by The Blakeley Group, Inc. on March 2nd, 2024
Key Takeaways:
- ESG—environment, social and governance—investments have seen strong inflows in recent years.
- ESG
The Largest Single Day Market Cap Increase EVER
Submitted by The Blakeley Group, Inc. on February 28th, 2024In the markets:
Take Care of Heirs and Charities with a Charitable Remainder Trust
Submitted by The Blakeley Group, Inc. on February 19th, 2024
Key Takeaways:
January 2024 History Suggests
Submitted by The Blakeley Group, Inc. on February 6th, 2024In the markets:
U.S. Markets: The major indexes ended the week mixed. The S&P 500 Index and Dow Jones Industrial Average reached intraday highs, while small-cap indexes experienced losses. The improvement seemed restrained, as an equally weighted version of the S&P 500 Index modestly declined.
Currency
Submitted by The Blakeley Group, Inc. on February 3rd, 2024In the markets:
U.S. Markets:
Is Your Pet Part of Your Estate Plan?
Submitted by The Blakeley Group, Inc. on February 3rd, 2024
