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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.

July 2023 Farm Equipment

Submitted by The Blakeley Group, Inc. on July 19th, 2023

The very big picture (a historical perspective):

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Five Big Asset Protection Planning Mistakes—and How To Avoid Them

Submitted by The Blakeley Group, Inc. on June 25th, 2023

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June 2023: Who Needs Inflation?

Submitted by The Blakeley Group, Inc. on June 19th, 2023

The very big picture (a historical perspective):

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Solo After 50: Navigating a “Gray Divorce”

Submitted by The Blakeley Group, Inc. on May 23rd, 2023

 

Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50.

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May 2023 - Rough Week for U.S. Markets

Submitted by The Blakeley Group, Inc. on May 14th, 2023

The very big picture (a historical perspective):

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What Are Your Biggest Financial Concerns?

Submitted by The Blakeley Group, Inc. on April 17th, 2023

Wealth Management Insights

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April 2023 Healthcare

Submitted by The Blakeley Group, Inc. on April 11th, 2023

The very big picture (a historical perspective):

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When Financial Uncertainty Rears Its Ugly Head

Submitted by The Blakeley Group, Inc. on March 26th, 2023

Wealth Management Insights

 

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March 2023 - Why did Silicon Valley Bank go Bust?

Submitted by The Blakeley Group, Inc. on March 18th, 2023

The very big picture (a historical perspective):

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Making Wealth Management Decisions as a Couple

Submitted by The Blakeley Group, Inc. on February 28th, 2023

Wealth Management Insights

When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy?

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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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