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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.

Inflation in the Eurozone

Submitted by The Blakeley Group, Inc. on September 9th, 2022

The very big picture (a historical perspective):

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Safeguarding Assets from an Ex-Spouse

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

Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce.

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U.S. Stock Benchmarks Posted Solid Gains

Submitted by The Blakeley Group, Inc. on August 3rd, 2022

The very big picture (a historical perspective):

The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, which smooths-out shorter-term earnings swings in order to get a longer-term assessment of market valuation.  A CAPE level of 30 is considered to be the u

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Wealth Planning for Age 90, 100—and Beyond

Submitted by The Blakeley Group, Inc. on July 26th, 2022

 

“Here’s to a long life, and a merry one…”

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July 2022 Inflation

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

The very big picture (a historical perspective):

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A Wealth Planning Process for Pursuing Success On Purpose

Submitted by The Blakeley Group, Inc. on June 20th, 2022

 

One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way.

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JUNE 2022 Gouging

Submitted by The Blakeley Group, Inc. on June 9th, 2022

The very big picture (a historical perspective):

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Finding Advisors Who Are Truly Client-Centric

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

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May 2022 Lockdown and Delays

Submitted by The Blakeley Group, Inc. on May 8th, 2022

The very big picture (a historical perspective):

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Do You Know Your High-Net-Worth Personality?

Submitted by The Blakeley Group, Inc. on April 22nd, 2022

Wealth Management Insights - The Blakeley Group, Inc.

Key Takeaways:

  • There are nine distinct high-net-worth personality types.
  • Many affluent investors are Family Stewar
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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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