December Market Update 2025

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
November Market Update 2025

Join Steve LaFrance, CFP® with ShorePoint Advisory Group as he updates you on the last month in 3 minutes.
October Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
Celebrating World Financial Planning Day: The Value of Customized, Objective Advice

World Financial Planning Day is a reminder to take charge of your financial future. Whether you’re just starting to build wealth, navigating mid-career complexities, or…
Entrepreneurial Wealth: Tailored Financial Strategies for High Net Worth Business Owners

From managing cash flow and minimizing taxes to preparing for retirement and building a legacy, entrepreneurs face unique challenges and opportunitie.
Building a Resilient Financial Plan for Life’s Uncertainties

Learn how a resilient financial plan provides you with the flexibility to adapt to change while maintaining focus on your long-term objectives.
Planning for Intergenerational Wealth Transfer

Learn how intergenerational wealth transfer goes beyond writing a will to align with your family’s goals, reduce risk, and ensure your legacy stands the test of time.
September Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
It’s Not Too Late To Avert Dementia After Age 60, Study Shows

There’s good news for older Americans at high-risk of developing dementia. Simple steps to stay mentally and physically active can yield significant protection.
August Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.