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  • Financial Insights

    SOCIAL SECURITY BENEFIT INCREASES IN 2024

    More than 71 million Americans will see a 3.2% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2024. On average, Social Security retirement benefits will increase by more than $50 per month starting in January.

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  • Market Commentary

    MONTHLY MARKET COMMENTARY - OCTOBER 2023

    By Peter Boockvar Chief Investment Officer

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  • Financial Insights

    2024 CONTRIBUTION LIMITS - KEY HIGHLIGHTS

    November 7, 2023 - The IRS released announced their cost-of-living adjustments for 2024 affecting contributions limits for retirement plans - here are some of the key highlights that may impact you.

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  • Boockvar on CNBC

    EXPECT HIGHER INTEREST RATES IN 2024

    November 6, 2023 - Peter Boockvar, CIO of Bleakley Financial, and Julia Coronado, Macropolicy Perspectives founder, join ‘The Exchange’ to discuss the outlook for rate hikes, the likelihood of a recession, and more.

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  • Boockvar on CNBC

    BIG CAP TECH IS WILDLY OVERVALUED

    October 20, 2023 - Jeff Krumpelman, Mariner Wealth Advisors chief investment strategist, along with Peter Boockvar, Bleakley Financial Group chief investment officer, join ‘The Exchange’ to discuss bond market activity taking over the job of the Fed, the negative impact rising rates are having on equities, and fiscal debt and geopolitical tensions causing near term P/E contraction.

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  • Financial Insights

    2024 MEDICARE OPEN ENROLLMENT

    October 16, 2023 - Its that time of the year again! The open enrollment period for Medicare started on October 15th and will run until December 7th. Now is the time to compare your current coverage to all your choices for 2024 and select the plan that benefits your needs and budget!

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  • Bleakley in the News

    THE IMPORTANCE OF INTEGRATED TECHNOLOGY

    October 12, 2023 - Kyle Wesley, Chief Digital Officer of Bleakley, joins the Milemarker podcast to discuss our technology platform and how we are streamlining the business for our advisors and staff! 

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  • Market Commentary

    MARKET UPDATE CALL - OCTOBER 2023

    October 10, 2023 - Listen to Bleakley Financials Principal, Andy Schwartz and CIO, Peter Boockvar discuss their take on the markets and the overall economy with the recent banking crisis.

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  • Bleakley in the News

    BARRON'S 2023 TOP 100 INDEPENDENT ADVISORS

    October 11, 2023 - Congratulations to Andy Schwartz for being recognized for the 4th straight year on the Barron's Top 100 Independent Advisors List for 2023!

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  • Boockvar on CNBC

    THE ISRAEL-HAMAS CONFLICT COULD EXTEND HIGH INFLATION IN THE U.S.

    October 9, 2023 - Katerina Simonetti, senior vice president and private wealth advisor at Morgan Stanley, and Peter Boockvar, Bleakley Financial chief investment officer, join ‘The Exchange’ to discuss volatility in markets over increased geopolitical risk, investors looking for stability in the bond market, and oil prices expected to rise over Iran’s potential coordination with Hamas.

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The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.