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  • Boockvar on CNBC

    PETER BOOCKVAR DISCUSSES WHERE MARKETS GO FROM HERE FOLLOWING STOCKS’ WORST DAY SINCE 2022

    July 25, 2024 - Join Peter Boockvar, Bleakley's CIO, and Phillip Colmar, Managing Partner at MRB Partners, as they analyze the markets’ steep sell-off and share strategies for moving forward. Discover expert insights on what this means for your investments and the potential market trajectory.

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  • Financial Insights

    FINANCIAL PLANNING FOR NEWLYWEDS: BUILDING A STRONG FUTURE TOGETHER

    July 23, 2024 - Discover essential financial planning tips for newlyweds, including how to combine finances, manage debt, and save for major life events. Start building a strong financial future together!

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  • Financial Insights

    ROLLING OVER 529 PLAN ASSETS TO A ROTH IRA

    July 17, 2024 - Wondering what to do with leftover 529 plan funds? The Secure 2.0 Act now allows for tax-free rollovers to a Roth IRA. Learn how to maximize your savings with this new option.

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  • Financial Insights

    2024 MID-YEAR FINANCIAL CHECK-IN

    July 15, 2024 - Our comprehensive Financial Planning Calendar provides a detailed guide to help you navigate the rest of the year with confidence. Whether you've been diligently following your plan or need a little boost, it's never too late to take control of your financial future. Download now to keep your finances on track and make the most of the remaining months!

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  • Financial Insights

    UNDERSTANDING IRA AND ROTH IRA HARDSHIP WITHDRAWALS

    July 9, 2024 - Understand the key rules and impacts of hardship withdrawals to make informed decisions about your IRA and Roth IRA funds.

     

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  • Financial Insights

    HOW CORPORATE TAXES COULD IMPACT MARKETS THIS ELECTION SEASON

    July 1, 2024 - Explore how varying corporate tax policies during the election season could impact the stock market. Understand historical trends and effective investor strategies.

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  • Boockvar on CNBC

    THE FED NEEDS MORE TIME TO DETERMINE APPROPRIATE RATE PATH

    June 28, 2024 - Peter Boockvar, Bleakley Financial Group CIO; Diane Swonk, KPMG chief economist; Michael Gapen, Bank of America Securities head of U.S. Economics; and CNBC’s Steve Liesman join ‘The Exchange’ to discuss the latest economic data.

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  • Financial Insights

    COMMON QUESTION: COULD A ROTH IRA HELP MY PLANNING AND IF SO, HOW?

    June 27, 2024 - Explore the benefits and drawbacks of Roth IRAs, including tax-free withdrawals, no required minimum distributions, and strategies for high-income earners. Learn how a Roth IRA could enhance your retirement planning.

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  • Boockvar on CNBC

    YEN PLUMMETS TO LOWEST POINT IN NEARLY FOUR DECADES

    June 26, 2024 - Peter Boockvar, Bleakley Financial Group's CIO, joins CNBC’s ‘Squawk Box’ to discuss why the Japanese yen is at its lowest level since 1986, expectations from Japan’s central bank, and more.

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  • Financial Insights

    HOW DOLLAR-COST AVERAGING CAN HELP INVESTORS GET INTO THE MARKET

    June 20, 2024 - Discover how dollar-cost averaging can help you navigate market volatility and invest with confidence. This strategy simplifies your investment approach, making it easier to stay committed to your financial goals even during uncertain times.

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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.