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Capital Highlights

Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.

Manufacturing is Up

Submitted by The Blakeley Group, Inc. on June 25th, 2024

Capital Highlights - In the Markets

 

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Don’t Let These Financial Surprises Trip You Up

Submitted by The Blakeley Group, Inc. on May 29th, 2024

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.

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  • Wealth Management Insights
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Rate Cut Cycles

Submitted by The Blakeley Group, Inc. on May 19th, 2024

THIS WEEK IN THE MARKETS
 

STARTING WITH A DOMESTIC OVERVIEW
 
LATE RALLY LIFTS SMALL-CAPS BACK INTO POSITIVE TERRITORY FOR 2024
 

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Should You Un-Retire?

Submitted by The Blakeley Group, Inc. on April 24th, 2024

Wealth Management Insights

Key Takeaways:

 

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Consumers

Submitted by The Blakeley Group, Inc. on April 14th, 2024

IN THE MARKETS

DOMESTIC OVERVIEW

STOCKS CLOSE OUT STRONG QUARTER WITH GAINS

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ESG: Pros and Cons of Values-Based Portfolios

Submitted by The Blakeley Group, Inc. on March 2nd, 2024

Wealth Management Insights from The Blakeley Group, Inc.

Key Takeaways:

  • ESG—environment, social and governance—investments have seen strong inflows in recent years.
  • ESG
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The Largest Single Day Market Cap Increase EVER

Submitted by The Blakeley Group, Inc. on February 28th, 2024

In the markets:

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Take Care of Heirs and Charities with a Charitable Remainder Trust

Submitted by The Blakeley Group, Inc. on February 19th, 2024

 

Key Takeaways:

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January 2024 History Suggests

Submitted by The Blakeley Group, Inc. on February 6th, 2024

In 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.

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  • Capital Highlights in the Markets
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Currency

Submitted by The Blakeley Group, Inc. on February 3rd, 2024

In the markets:
 

U.S. Markets:

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The Blakeley Group, Inc.

  •   2804 Mission College Blvd., Suite 205, Santa Clara, CA 95054
  •   (408) 459-4911
  •   info@theblakeleygroup.com
DISCLAIMER: The Blakeley Group, Inc. is a registered investment adviser in California, Oregon, and Washington State.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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