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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.

Big Wealth Mistakes the Super Rich Don't Make

Submitted by The Blakeley Group, Inc. on December 1st, 2021

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No one is perfect - not even the smartest or most famous among us. But some people veer closer to perfection than others.

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NOV 2021 Shortages

Submitted by The Blakeley Group, Inc. on November 14th, 2021

The very big picture (a historical perspective):

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Estate Planning: Don't Forget Your Pet!

Submitted by The Blakeley Group, Inc. on November 11th, 2021

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Boost Your Efficiency and Effectiveness - at Work, at Home, and in the World

Submitted by The Blakeley Group, Inc. on November 11th, 2021

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Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed?

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Managing Your Health in a Post-COVID-19 World

Submitted by The Blakeley Group, Inc. on November 11th, 2021

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Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. 

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Navigating Credit Card Rewards During COVID-19 Times – and Beyond

Submitted by The Blakeley Group, Inc. on November 11th, 2021

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Feeling Philanthropic? A Charitable Planning Primer

Submitted by The Blakeley Group, Inc. on October 28th, 2021

 

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OCT 2020 Home Prices Soar

Submitted by The Blakeley Group, Inc. on October 24th, 2021

The very big picture (a historical perspective):

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What Is Wealth Planning, Really?

Submitted by The Blakeley Group, Inc. on September 27th, 2021

It can be all too easy to focus on just one aspect of your financial life – and in doing so, miss opportunities as well as incur unnecessary risk.

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SEPT 2021 JOBS

Submitted by The Blakeley Group, Inc. on September 10th, 2021

The very big picture (a historical perspective):

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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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