Blog

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.

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.  

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.

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.

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

"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:

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