Wealth Management Insights
Wealth Management Insights is The Blakeley Group, Inc.'s monthly lineup of informative articles addressing a variety of topics.
Should an article touch on key concerns for you and your family, be it your current needs or future goals, or if you simply want more information on a topic, call us for an appointment.
Understanding Your True Risk Tolerance
The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche. For some, it has forever altered how they perceive and manage risk. Understanding your risk tolerance is considered one of the most important elements of investing.
Financial Planning in Your 30’s: 3 Goal Ideas for 30-Somethings
30 can be a divisive number. Some see it as the time you’re thrown into full-blown adulthood, whether you’re ready or not.
Five Ways Homeowners May Be Putting Their Wealth and Well-Being at Risk
Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth. But too often, those same families overlook important financial safeguards for two of their largest assets: their house and the contents within it.
Be Wary of Social Media ‘Fin-Fluencers’
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to do with your wealth.
Navigate the Complexities of Tax-Loss Harvesting
Selling beaten-down investments can potentially help you mitigate capital gains and income taxes. But getting the most from this strategy requires some care and consideration of a variety of factors. Discover whether tax-loss harvesting should be part of your plan.
Foiling the Financial Fraudsters
The affluent are increasingly being targeted by scammers—online and in real life—seeking to separate them from their wealth. Discover their methods and the steps that may shut them down before they succeed.
Don’t Let These Financial Surprises Trip You Up
Retirement surprises such as higher-than-expected taxes or health care costs can threaten your financial future.
Should You Un-Retire?
Millions of Americans retire every year. However, a significant chunk of those retirees eventually end up back in the workforce or seriously consider the prospect of earning a paycheck again.
ESG: Pros and Cons of Values-Based Portfolios
Investments that reflect people’s beliefs about the environment, social change and how businesses govern themselves have become increasingly popular—especially among affluent investors. Is it time to consider using a values-based approach to your own wealth management efforts?
Take Care of Heirs and Charities with a Charitable Remainder Trust
Charitable remainder trusts can enable you to support charities that matter to you as well as take financial care of heirs and loved ones. These trusts can also cut down on your tax bill. Check out the ABCs of CRTs!
Is Your Pet Part of Your Estate Plan?
For many affluent individuals, reassessing their life insurance needs and what they have is even more important. Occasionally, families are “oversold” life insurance. Consider the scenario where the life insurance agent projects the size of a person’s estate.
Insurance: Could You Have Too Much of a Good Thing?
For many affluent individuals, reassessing their life insurance needs and what they have is even more important. Occasionally, families are “oversold” life insurance. Consider the scenario where the life insurance agent projects the size of a person’s estate.
