The Blakeley Group, Inc.

The Blakeley Group, Inc. At The Blakeley Group, we understand that every client has unique needs for wealth management. The same systematic approach will not work for everyone.

That’s why we pride ourselves on taking a customized, solution-focused approach to each client.

30 can be a divisive number. Some see it as the time you’re thrown into full-blown adulthood, whether you’re ready or no...
02/05/2025

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. Others consider 30 the early years before your true confidence shines; in your career, relationships, or even in yourself. Either way, your thirties are a great age filled with opportunity. The same could be said about your financial planning.
https://www.theblakeleygroup.com/blog/financial-planning-your-30-s-3-goal-ideas-30-somethings

Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth...
02/05/2025

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. It’s easy to pay attention to more exciting areas of our financial lives and assume not just that our home is our castle, but that our castle will always be there.
https://www.theblakeleygroup.com/blog/five-ways-homeowners-may-be-putting-their-wealth-and-well-being-risk

The rise of these financial influencers—“fin-fluencers”—is having a major impact on how many people get information and ...
02/05/2025

The rise of these financial influencers—“fin-fluencers”—is having a major impact on how many people get information and advice about the financial markets today. That presents potential opportunities—but more important, risks—for anybody who encounters these personalities on ubiquitous social media outlets such as YouTube, Instagram, TikTok and others. That likely includes your children or grandchildren, as well as you, your co-workers and your friends.
https://www.theblakeleygroup.com/blog/be-wary-social-media-fin-fluencers

Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed....
02/05/2025

Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed. In some cases, tax-loss harvesting is an annual event—a regular part of a systematic approach to portfolio management. Other times, it’s used opportunistically when certain conditions arise. Learn More:
https://www.theblakeleygroup.com/blog/navigate-complexities-tax-loss-harvesting

Stocks surged to record highs this week, driven by optimism surrounding China's new stimulus measures and growing demand...
10/08/2024

Stocks surged to record highs this week, driven by optimism surrounding China's new stimulus measures and growing demand for artificial intelligence (AI). The Dow Jones Industrial Average and S&P 500 Index benefited from strong performance in chemicals and materials stocks, fueled by hopes for a rebound in Chinese demand, while rising copper prices signaled a potential recovery in global industrial activity. Read More: https://www.theblakeleygroup.com/blog/stocks-surged

Foiling the Financial Fraudsters - When it comes to financial scams, it’s easy to assume that the only victims are the o...
09/23/2024

Foiling the Financial Fraudsters - When it comes to financial scams, it’s easy to assume that the only victims are the ones we hear about so often in the media—the “little old ladies” who are tricked by nefarious call center workers in distant lands urging them to send what little money they have. Learn More: https://www.theblakeleygroup.com/blog/foiling-financial-fraudsters

Address

2804 Mission College Boulevard, Ste 205
Santa Clara, CA
95054

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14084594910

Website

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