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  (408) 459-4911  info@theblakeleygroup.com
 

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.

Why You Need a ‘Business Plan’ for Your Family

Submitted by The Blakeley Group, Inc. on December 20th, 2018

Wealth Management Insights

 

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DEC 2018: About that October-November swoon

Submitted by The Blakeley Group, Inc. on December 11th, 2018

NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email.

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The Value of Multigenerational Family Meetings

Submitted by The Blakeley Group, Inc. on November 14th, 2018

 

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The Importance of Personal Umbrella Policies

Submitted by The Blakeley Group, Inc. on October 19th, 2018

 

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?

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OCT 2018: Remember All Those Predictions?

Submitted by The Blakeley Group, Inc. on October 6th, 2018

“It’s tough to make predictions, especially about the future" 

~ Yogi Berra

 

NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email.

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A Common Sense Guide to Heart Health

Submitted by The Blakeley Group, Inc. on September 26th, 2018

 

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SEPT 2018: U.S. Stocks Retreat After Record Highs

Submitted by The Blakeley Group, Inc. on September 15th, 2018

NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email.

 

The very big picture:

 

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Insightful Questions That Can Ramp Up Your Success

Submitted by The Blakeley Group, Inc. on August 16th, 2018
 
 
Want to see some amazing results in your life? Ask questions and then listen well.
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AUG 2018: Warren Buffett’s Favorite Metric - Capital Highlights In the Markets

Submitted by The Blakeley Group, Inc. on August 16th, 2018

NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email.

The very big picture:

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Smart Ways to Take Control of a Trust

Submitted by The Blakeley Group, Inc. on July 22nd, 2018

 

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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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