January 13th, 2021 -The obvious ones include how you will claim Social Security and whether you have enough money to retire, but there are other issues to think about as well — and some have nothing to do with money.
January 13th, 2020 - Mary G. Lundstrom, CFP®, CLU®, ChFC® has joined Bleakley Financial Group as a Partner and Wealth Advisor, launching an affiliate office in the town of Westport, CT. Lundstrom becomes the 9th advisor to affiliate with Bleakley, establishing the 5th new office location in the last six months.
By Peter Boockvar Chief Investment Officer - Bleakley Advisory Group
January 2020 - As we turn the page to 2021, it can be helpful to reflect on the lessons learned from such a historic year. We offer 10 economic lessons we’ll remember from 2020.
Stephen Goldenring discusses working with medical professionals and some of the key financial planning items that should be addressed, but can sometimes be neglected.
Great insights from Mark Newfield on planning for the unexpected by putting a financial plan in place today so you are prepared for the unforeseen changes that you may face in the future.
This December, we were able to contribute in other ways by preparing nearly 100 Purple Apron Meal Kits that were delivered to Nourish NJ where they were given to those less fortunate.
December 17th, 2020 - Listen to Bleakley Financials Principal, Andy Schwartz and CIO, Peter Boockvar discuss their take on the markets and share some year end tax planning items to take into consideration.
Tracy Shackelford and Harold Philipsen join Bleakley Financial Group.
December 15th, 2020 - Tracy and Harold, along with their team, Rob, Jessica, and Amy - will be opening our Bleakley Financial Group of Tidewater office based out of Williamsburg, VA.
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