October 16, 2024 - With the year nearing its end, now is the ideal time to fine-tune your tax strategy for maximum savings. From retirement contributions to tax-loss harvesting, these steps can reduce liabilities and help support your long-term financial health.
October 14, 2024 - An emergency fund is essential for financial stability, helping you navigate unexpected expenses and seize new opportunities. Learn why building this liquid reserve should be a cornerstone of your financial strategy.
September 25, 2024 - Before diving into your first home purchase, it’s crucial to have a clear understanding of the key financial and practical steps involved. This article provides valuable insights that can help you make informed decisions and ensure a smoother path to homeownership.
September 19, 2024 - Life insurance can be overwhelming with all the options available. This guide breaks down the key features of each type, helping you understand which might suit your needs best.
September 18, 2024 - Examine how Federal Reserve rate cuts influence investment strategies and market trends. Understand the potential implications for portfolio management.
September 11, 2024 - Planning for college can be financially challenging, but the right tools make all the difference. Discover how 529 Plans, Coverdell ESAs, and more can help parents save effectively for their child’s education.
September 5, 2024 - Ensure your family’s financial security with the right life insurance coverage. Learn the key differences between term and whole life insurance and how to choose the best fit for your needs.
August 29, 2024 - As the 2024 presidential election approaches, investors are closely watching the candidates' economic policies and their potential impact on financial markets. This blog explores strategies to help you navigate the political landscape without letting election uncertainties disrupt your investment plans.
August 26, 2024 - Welcoming a new baby brings joy and new financial responsibilities. This guide offers essential tips on budgeting, managing medical expenses, and planning for your family's future.
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. As of 4/15/2025, Bleakley Financial Group, LLC no longer has an arrangement for outside broker dealer activities of certain investment advisor representatives with 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.
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.
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