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  • Bleakley in the News

    WORKING WITH PARTNERS TO DRIVE EFFICIENCIES DURING COVID

    May 12th - Bleakley Financial Group makes a case for close collaboration with partners to drive operational efficiencies, particularly during the COVID-19 pandemic.

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  • Bleakley in the News

    ACCLIMATING TO THE WORK FROM HOME ENVIRONMENT

    April 12th - Fintech Magazine - Bleakley Financial Group explains how it overcame the challenges of COVID-19 home working and the lessons it learned along the way.

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  • Bleakley in the News

    BARRON'S AMERICA'S TOP 1200 FINANCIAL ADVISORS 2021

    March 2021 - Congratulations to Andy Schwartz and Michael Axelrod for being named to Barron's America's Top 1200 Financial Advisors rankings for 2021.

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  • Bleakley in the News

    SIX BLEAKLEY WEALTH MANAGEMENT ADVISORS RECOGNIZED AS BEST-IN-STATE WEALTH ADVISORS FOR 2021 BY FORBES

    February 2021 - Andy Schwartz, Jack Cooney, Reed Finney, Scott Schwartz, Michael Axelrod, and Richard Wright Jr. have all been recognized by Forbes as best in state wealth advisors based on several key factors including their years of experience, assets under management, compliance records, and their approach to working with clients. 

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  • Bleakley in the News

    2020 YEAR IN REVIEW AT BLEAKLEY

    February 2021 - While many events from the prior year grabbed headlines for high levels of uncertainty, volatility and anxiety – we believe it is important to acknowledge two themes that also played an important role in 2020 – resiliency and opportunity

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  • Bleakley in the News

    PETER BOOCKVAR ON THE REFORMED BROKER PODCAST

    February 5th, 2021 - Peter Boockvar speaks with Joshua Brown of The Reformed Broker about the case for buying silver.

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  • Bleakley in the News

    EXCITED TO WELCOME MARY LUNDSTROM TO BLEAKLEY FINANCIAL GROUP

    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.

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  • Bleakley in the News

    BLEAKLEY FINANCIAL GROUP OF TIDEWATER

    Tracy Shackelford and Harold Philipsen join Bleakley Financial Group.

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  • Bleakley in the News

    WE ARE PLEASED TO ANNOUNCE THE ADDITION OF TRACY SHACKELFORD AND HAROLD PHILIPSEN TO 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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  • Bleakley in the News

    THE STOCK MARKET AND ECONOMY AREN'T CONNECTED AT ALL TIMES: BLEAKLEY FINANCIAL PARTNER

    November 18th, 2020 - Yahoo Finance's Brian Sozzi, Myles Udland, and Julie Hyman speak with Bleakley Financial Partner about how he's advising his clients amid COVID-19 and market uncertainty.  

     

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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.