Safeguarding Assets from an Ex-Spouse
Submitted by The Blakeley Group, Inc. on August 24th, 2022
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce.
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U.S. Stock Benchmarks Posted Solid Gains
Submitted by The Blakeley Group, Inc. on August 3rd, 2022The very big picture (a historical perspective):
The 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 u
Wealth Planning for Age 90, 100—and Beyond
Submitted by The Blakeley Group, Inc. on July 26th, 2022
“Here’s to a long life, and a merry one…”
July 2022 Inflation
Submitted by The Blakeley Group, Inc. on July 11th, 2022The very big picture (a historical perspective):
A Wealth Planning Process for Pursuing Success On Purpose
Submitted by The Blakeley Group, Inc. on June 20th, 2022
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way.
JUNE 2022 Gouging
Submitted by The Blakeley Group, Inc. on June 9th, 2022The very big picture (a historical perspective):
Finding Advisors Who Are Truly Client-Centric
Submitted by The Blakeley Group, Inc. on May 27th, 2022
May 2022 Lockdown and Delays
Submitted by The Blakeley Group, Inc. on May 8th, 2022The very big picture (a historical perspective):
Do You Know Your High-Net-Worth Personality?
Submitted by The Blakeley Group, Inc. on April 22nd, 2022
Key Takeaways:
- There are nine distinct high-net-worth personality types.
- Many affluent investors are Family Stewar
APR 2022 Office Space Anyone?
Submitted by The Blakeley Group, Inc. on April 12th, 2022The very big picture (a historical perspective):
