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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.

February 2023 - Electric Vehicles Sales Spike

Submitted by The Blakeley Group, Inc. on February 13th, 2023

The very big picture (a historical perspective):

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Do You Need a Personal Umbrella Policy?

Submitted by The Blakeley Group, Inc. on January 27th, 2023

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January 2023 Innovative Technologies

Submitted by The Blakeley Group, Inc. on January 22nd, 2023

The very big picture (a historical perspective):

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Three Key Elements of Smart Estate Planning

Submitted by The Blakeley Group, Inc. on December 24th, 2022

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December 2022 - Eurozone Inflation

Submitted by The Blakeley Group, Inc. on December 11th, 2022

The very big picture (a historical perspective):

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When Is an Advisor an Elite Wealth Manager?

Submitted by The Blakeley Group, Inc. on November 27th, 2022

Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is essentially a marketing strategy.

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November 2022 - Cheers!

Submitted by The Blakeley Group, Inc. on November 13th, 2022

The very big picture (a historical perspective):

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Six Keys to Optimizing Your Health, Longevity and Well-Being

Submitted by The Blakeley Group, Inc. on October 23rd, 2022

Wealth Management

 

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October 2022 - NFT's

Submitted by The Blakeley Group, Inc. on October 6th, 2022

The very big picture (a historical perspective):

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Smart Money Moves to Make While You’re Still Mentally Sharp

Submitted by The Blakeley Group, Inc. on September 25th, 2022

 

As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests.

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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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