The Four Types of Financial Advisors: Which one should you work with?
Submitted by The Blakeley Group, Inc. on April 24th, 2020
Capital Highlights
Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. New challenges arise as our parents age—and as we enter our golden years, too. NOTE: Areas with blue text show the most recent market updates since the last Capital Highlights email. Too many charitable individuals and families may not be taking steps to make their giving as impactful as it could be. They may also be missing out on valuable tax advantages. Find out how to be philanthropic in ways that boost the benefits to your favorite charity—and to your bottom line. Read Charitable Giving, the Tax-Wise Way to learn more. Private foundations can be great tools for affluent individuals and families to use for their charitable giving. But there are important factors that often get ignored when setting up and running a private foundation.
The Importance of Family Governance
Submitted by The Blakeley Group, Inc. on March 26th, 2020
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
Submitted by The Blakeley Group, Inc. on February 19th, 2020
FEB 2020: U.S. Stocks Recorded Solid Gains
Submitted by The Blakeley Group, Inc. on February 17th, 2020
JAN 2020: Investors are Likely Celebrating Gains
Submitted by The Blakeley Group, Inc. on February 17th, 2020
DEC 2019: Consumer Spending Rose
Submitted by The Blakeley Group, Inc. on February 17th, 2020
Don’t Leap Before You Look! The powerful benefits of thoughtful action
Submitted by The Blakeley Group, Inc. on January 29th, 2020
Charitable Giving, the Tax-Wise Way
Submitted by The Blakeley Group, Inc. on December 12th, 2019
If a 70-year tendency holds true ...
Submitted by The Blakeley Group, Inc. on December 12th, 2019
Here’s Why You May Need to Update Your Estate Plan
Submitted by The Blakeley Group, Inc. on December 3rd, 2019
