The Financial Times just released their 400 Top Financial Advisors report for 2019. Bleakley Financial Group is pleased to announce that Andy Schwartz, CFP®, John D Cooney Jr, CPA, CLU®, Reed Finney CFP ®, CLU® and Scott Schwartz have been recognized on the list this year. Congratulations go out to Andy, Scott, Jack and Reed for being included in this year’s FT top 400 advisor national list. There were only 17 advisors included from NJ and Bleakley makes up more than 20% of the list! It's amazing to see the leaders of our firm consistently recognized as leaders in the industry nationally. Congratulations! Read full article here. … [Read more...] about Four Bleakley Financial Advisors Recognized on FT Top 400 Advisor National List
Medicare Planning With Bleakley Financial Group
Bleakley Financial Group managing director Vince Nauheimer sits down with Medicare expert Justin Lubenow, executive vice president at Senior Advisors. Vince and Justin talk about the top mistakes in Medicare planning, when to enroll, cost considerations and much more. … [Read more...] about Medicare Planning With Bleakley Financial Group
John Mara & Shaun Feldeisen of Boston Join Bleakley Financial
Fairfield, New Jersey (February 22nd, 2019) – Bleakley Financial has added two new affiliates, and with them a new office location in Boston, MA. John Mara and Shaun Feldeisen become the 9th and 10th advisors to join the Bleakley team in the last 20 months. With a combined 34 years of industry experience, the two advisors and their talented staff of 5 operate a robust private wealth management practice that serves the unique financial needs of affluent families, corporate executives and privately held businesses across the greater Boston area. According to Andy Schwartz, co-founder and principal of Bleakley Financial, “We couldn’t be more excited to partner with John and Shaun in the … [Read more...] about John Mara & Shaun Feldeisen of Boston Join Bleakley Financial
Forbes Includes Five Bleakley Financial Advisors Among “Best-In-State” Rankings
Fairfield, New Jersey (February 26, 2019) – Forbes has recognized five Bleakley Financial Group advisors among the top 40 advisors in its annual Best-In-State Wealth Advisor list for northern New Jersey. Andy Schwartz, Mike Axelrod, Jack Cooney, Reed Finney and Scott Schwartz have all been recognized by Forbes as elite advisors based on several key factors including their practice size, compliance record, industry experience and approach to working with clients. Andy Schwartz, co-founder and principal of Bleakley Financial shared, “It’s a testament to the culture of our firm that we’ve had five advisors acknowledged by Forbes this year. The fact that a boutique advisory and planning … [Read more...] about Forbes Includes Five Bleakley Financial Advisors Among “Best-In-State” Rankings
Education Planning–What are Suitable Vehicles to Get Your Child to His/Her Destination?
By Dan Aguanno, CFP ® Everyone knows the college monster is waiting after high school. As with all of our long term goals, the sooner you start, the easier it is to slay the tuition dragon. Use a college savings calculator or meet with a CERTIFIED FINANCIAL PLANNER ™ Practitioner (or Professional) to come up with a monthly, annual, or lump contribution schedule to keep you on track with the rising cost of higher education. Once you are committed to your goal, use the following information to choose an appropriate savings vehicle: 529 College Savings Plans – 529 plans are the most popular savings vehicles. Each state offers their own state sponsored plan hosted by different mutual fund … [Read more...] about Education Planning–What are Suitable Vehicles to Get Your Child to His/Her Destination?
Active vs. Passive Management: Battle Royale
We all grew up with the tale of Paul Bunyan vs the steam powered saw. Paul Bunyan and his Blue Ox, Babe, battled the new piece of lumberjacking technology in a contest of logging efficiency. Man ending up persevering over the robot but is that the case in the investment world? As cost becomes a more relevant theme to your net investment return, is investing in an index-tracking investment or trusting an experienced manager better for your bottom line? A portfolio can benefit from both active and passive management strategies. Passive management primarily uses exchange traded funds and index mutual funds to track a particular index. Indexes can be as common and broad as the S&P 500 and … [Read more...] about Active vs. Passive Management: Battle Royale
