Contact an Advisor
    Browse by topic
    Filter by category

    • Financial Insights

      PRIVATELY HELD BUSINESS OWNERS: 5 QUESTIONS WITH MARK NEWFIELD

      September 13th, 2021 - Bleakley Wealth Management Advisor, Mark Newfield, shares his thoughts on some of the commonly asked questions that are asked during the planning process with privately held business owners. 

      Read more

    • Financial Insights

      NAVIGATING COLLEGE SEARCH DURING COVID-19

      September 8th, 2021 - We were joined by Cozy Wittman on Wednesday, September 8th to share important, effective search strategies to assure your family stays on track.

      Read more

    • Financial Insights

      TAX MITIGATION THROUGH ESTATE PLANNING

      View the "Tax Mitigation - Estate Planning" webinar from July 27th, 2021 with Michelle Mackin and Daniel Ward where they discuss the tax mitigation strategies through estate planning.

      Read more

    • Financial Insights

      TAX MITIGATION THROUGH PHILANTHROPY

      View the "Tax Mitigation Through Philanthropy" webinar from July 22nd, 2021 with Michelle Mackin, Dennis Ladd, and Danielle Kelly where they discuss the tax mitigation strategies through philanthropy.

      Read more

    • Financial Insights

      FROM SOUL SHAKING TO SOUL SOARING

      By Tracy Shackelford - Confronting the kind of life event I spent my career counseling clients to prepare for.

      Read more

    • Financial Insights

      PROTECTING YOUR DATA - BEST PRACTICES

      June 18th, 2021 - We were joined by MFS on Wednesday, June 16th to provide some advice and guidance recognizing scams and industry best practices on protecting yourself, your family, and your finances. 

      Read more

    • Financial Insights

      CHILD TAX CEDIT FOR 2021

      June 14th, 2021 - Starting in July, eligible taxpayers with children will start receiving advanced payments as part of the Child Tax Credit under the American Rescue Plan.

      Read more

    • Financial Insights

      REFUND CHECKS FOR $10,200 UNEMPLOYMENT TAX BREAK ARE ON THE WAY

      May 25th, 2021 - If you received unemployment benefits in 2020 and paid taxes on those benefits because you filed your taxes early - you may receive a refund by the IRS as part of the American Rescue Plan, which exempted some earners from paying taxes on up to $10,200 of the total benefits they received.

      Read more

    • Financial Insights

      5 QUESTIONS WITH PATRICK TORNEY

      April 6th, 2021 - Patrick Torney discusses benefit details every young professional should know. 

      Read more

    • Financial Insights

      OVERCOMING HURDLES: FEMALE CEO ACCESS TO CAPITAL IN THE ENVIRONMENTAL SPACE

      March 30, 2001 - Register to view the "Overcoming Hurdles: Female CEOs Access to Capital" webinar from March 30th, 2021 with Michelle Mackin, Stephynie Malik, Annie Evans, and Shelly Kapoor Collins.  The panel discussed the obstacles women leaders face in accessing capital, how to overcome them, and the resources available.

      Read more

    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.

    100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 Contact Us P: 973.575.4180 F: 973.575.4055
    © 2024 Bleakley Financial Group, LLC

    Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

    The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    You are under no obligation to use the services of any strategic partner and may choose any qualified professional to provide CPA, legal, tax services. Neither Bleakley Financial Group nor LPL Financial provide legal, tax, or accounting advice or services. Please consult your legal advisor regarding your specific situation.

    Insurance products and services are offered through various insurance agents and/or agencies. Insurance products and services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency, and may go down in value. Not all insurance products and services are available in all states. Investment advisory services offered through Bleakley Financial Group, LLC.
     

    Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

    If you would like to view Bleakley’s most recent Client Relationship Summary, Privacy Notice, ADV Part 2A Brochure, and/or ADV Part 2A Wrap Brochure, please explore our comprehensive documentation.

    Check the background of this investment professional on FINRA's Broker Check >>