Blog

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

We 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

"The times, they are a changing"
~ Bob Dylan - October 1963

NOTE: Areas with blue text show the most recent market updates since the July Capital Highlights email.

"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.

We want to thank everyone who dropped off paper documents to be shredded and recycled.  Your participation saved about a ton of paper for repurposing and out of landfills.  The Blakeley Group hopes to see you again next year for this event.  We continually remind ourselves that each of us make the recycling system work for everyone.

~ Dick Blakeley, CEO/CIO

It can lead to loss of privacy, identity or worse! Protect yourself!

Feel free to drop off all your sensitive documents you wish to have shredded at our office from now until May 30th. On May 31, we will have ProShred, (www.proshred.com) a bonded insured shredding company come to our office and do on site shredding.

NOTE: Areas with blue text show the most recent market updates since the March Capital Highlights email.

We are happy to have a new member joining The Blakeley Group. Reana Brady has joined the group assisting Dick and helping support the rest of the team. Please feel free to call or email Reana at 408-459-4911 or info@theblakeleygroup.com. She can help handle most requests and arrange time for calls in my calendar.