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Capital Highlights in the Markets

JUL 2020 Amazon Dependence

Submitted by The Blakeley Group, Inc. on July 13th, 2020

The very big picture (a historical perspective):

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JUN 2020 Playing the Long Game

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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MAY 2020 Uptrends

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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APR 2020 Economic Fallout

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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MAR2020" “Event-driven” Bear Markets

Submitted by The Blakeley Group, Inc. on June 23rd, 2020

The very big picture (a historical perspective):

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FEB 2020: U.S. Stocks Recorded Solid Gains

Submitted by The Blakeley Group, Inc. on February 17th, 2020

New challenges arise as our parents age—and as we enter our golden years, too.

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DEC 2019: Consumer Spending Rose

Submitted by The Blakeley Group, Inc. on February 17th, 2020

Too many charitable individuals and families may not be taking steps to make their giving as impactful as it could be. They may also be missing out on valuable tax advantages. Find out how to be philanthropic in ways that boost the benefits to your favorite charity—and to your bottom line. Read Charitable Giving, the Tax-Wise Way to learn more.

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If a 70-year tendency holds true ...

Submitted by The Blakeley Group, Inc. on December 12th, 2019

Private foundations can be great tools for affluent individuals and families to use for their charitable giving. But there are important factors that often get ignored when setting up and running a private foundation.

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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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