Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
A key objective among wealthy families is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies. You can find the accompanying paper by clicking here. In this brief webinar, Dick Blakeley and Paul Erickson will take you through the basics and responsibilities of being a trustee. You can obtain a copy of the accompanying primer by clicking here. FUN FACT: The “stock market” began in May 17th, 1792 when 24 stock brokers and merchants signed the Buttonwood Agreement. "An investment in knowledge always pays the best interest." NOTE: Areas with blue text show the most recent market updates since the December Capital Highlights email. The very big picture: Recommended reading: Year End Planning Checklist: 2017 ~ Dick Blakeley, CEO/CIO We have been a proponent of Value at Risk (VaR) for a number of years and we now have a vendor to help automate calculations. Let us know if you would like to see a briefing paper on VaR and the analysis of your portfolio. ~ Dick Blakeley, CEO/CIO "The times, they are a changing" NOTE: Areas with blue text show the most recent market updates since the July Capital Highlights email.Want to Promote Family Entrepreneurship? Consider a Family Bank
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Stress Test Your Financial Plans
Submitted by The Blakeley Group, Inc. on March 1st, 2018
Identity Theft (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018
In this live webinar, you will learn about identity theft: how to recognize if it happens to you, and ways to prevent or fix it.
Trusteeship for the Non-Professional (Webinar)
Submitted by The Blakeley Group, Inc. on March 1st, 2018
FEB 2018: Investors Pour $33.2B into Stock-based Funds
Submitted by The Blakeley Group, Inc. on February 12th, 2018
JAN 2018: Strong Start for US Markets
Submitted by The Blakeley Group, Inc. on February 5th, 2018
~ Benjamin FranklinNOV 2017: Dow Jones Industrial Average was the Big Winner
Submitted by The Blakeley Group, Inc. on November 22nd, 2017
Caring for Elders: Options and Costs
Give us a call and we'll send you a copy (408) 459-4910.OCT 2017: Strong Gains Across the Board for the US for Q3
Submitted by The Blakeley Group, Inc. on October 9th, 2017
SEPT 2017: Private-Sector Job Growth Surged Last Month
Submitted by The Blakeley Group, Inc. on September 12th, 2017
~ Bob Dylan - October 1963AUG 2017: An Indicator of Future Home Sales Rebounded
Submitted by The Blakeley Group, Inc. on August 9th, 2017
"It's not hard to made decisions when you know what your values are."
~ Roy Disney
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