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The Blakeley Group, Inc.

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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.

Buy Experiences, Not Stuff. Here’s Why.

Submitted by The Blakeley Group, Inc. on August 26th, 2020

 

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.

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AUG 2020 Economic Recovery

Submitted by The Blakeley Group, Inc. on August 15th, 2020

The very big picture (a historical perspective):

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Preparing Heirs for Their Inheritance

Submitted by The Blakeley Group, Inc. on July 22nd, 2020

 

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JUL 2020 Amazon Dependence

Submitted by The Blakeley Group, Inc. on July 13th, 2020

The very big picture (a historical perspective):

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JUN 2020 Playing the Long Game

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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MAY 2020 Uptrends

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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APR 2020 Economic Fallout

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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MAR2020" “Event-driven” Bear Markets

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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The Importance of Stress Testing Your Wealth Strategies

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

 

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

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  • Wealth Management Insights
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Reclaim Your Time: Finding the Right Work-Life Balance

Submitted by The Blakeley Group, Inc. on May 21st, 2020

 

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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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