Smarter Spending on Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.

Year-End Finance Tips

As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from

Q3 Market Update

Watch our latest video for more insights into how the markets have performed in the last quarter!

Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the “base effect” to blame?

September Market Recap

Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?

Rightsizing or Downsizing Pre-Retirement

If you’re thinking about downsizing or right-sizing your home prior to retirement, you’re not alone. Watch for insights on how selling your home can affect your finances.

Blakely Financial is now ShorePoint Advisory Group. Read the Press Release.

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