Take Care of Heirs and Charities with a Charitable Remainder Trust
Submitted by The Blakeley Group, Inc. on February 19th, 2024
Key Takeaways:
Blog
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
Insurance: Could You Have Too Much of a Good Thing?
Submitted by The Blakeley Group, Inc. on November 26th, 2023
November 2023 - U.S. Home Prices
Submitted by The Blakeley Group, Inc. on November 6th, 2023The very big picture (a historical perspective):
Here’s Why You May Need to Update Your Estate Plan
Submitted by The Blakeley Group, Inc. on October 30th, 2023
October 2023 - Innovation
Submitted by The Blakeley Group, Inc. on October 15th, 2023The very big picture (a historical perspective):
It May Be Time to Give Your Wealth Plan a Stress Test
Submitted by The Blakeley Group, Inc. on September 25th, 2023
September 2023 - College
Submitted by The Blakeley Group, Inc. on September 16th, 2023The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, which smooths-out shorter-term earnings swings in order to get a longer-term assessment of market valuation. A CAPE level of 30 is considered to be the upper end of the normal range, and the level at which further PE-ratio expansion comes t
