Stress Test Your Financial Plans
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Blog
Identity Theft (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018In 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.
Trusteeship for the Non-Professional (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018In 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.
FEB 2018: Investors Pour $33.2B into Stock-based Funds
Submitted by The Blakeley Group, Inc. on February 12th, 2018FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement.
JAN 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:
NOV 2017: Dow Jones Industrial Average was the Big Winner
Submitted by The Blakeley Group, Inc. on November 22nd, 2017Recommended 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
OCT 2017: Strong Gains Across the Board for the US for Q3
Submitted by The Blakeley Group, Inc. on October 9th, 2017We have been a proponent of Value at Risk (VaR) for a number of years and we now have a vendor to help automate calculations. Let us know if you would like to see a briefing paper on VaR and the analysis of your portfolio.
~ Dick Blakeley, CEO/CIO
SEPT 2017: Private-Sector Job Growth Surged Last Month
Submitted by The Blakeley Group, Inc. on September 12th, 2017"The times, they are a changing"
~ Bob Dylan - October 1963
AUG 2017: An Indicator of Future Home Sales Rebounded
Submitted by The Blakeley Group, Inc. on August 9th, 2017"It's not hard to made decisions when you know what your values are."
~ Roy Disney
~ Roy Disney
NOTE: Areas with blue text show the most recent market updates since the July Capital Highlights email.
JULY 2017: Gridlock in Washington Continues to Weigh on Economic Expectations
Submitted by The Blakeley Group, Inc. on July 23rd, 2017"Happiness is not in the mere possession of money.
It lies in the choice of achievement and the thrill of creative effort."
~ Franklin Roosevelt
NOTE: Areas with blue text show the most recent market updates since the June Capital Highlights email.
