News & Insights

Strengthening Our Community Together

Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand.

Philanthropy and Holiday Giving: Maximizing Impact and Tax Benefits

December 15, 2025

December Market Update 2025

December 8, 2025

Retirement Catch-Up Savings Provisions

November 25, 2025

Giving with Purpose: How to Make the Most of Your Charitable Donations

November 20, 2025

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Planning for Major Spending Events

Do you have savings prepared for expensive life events? The beginning of the year is a great time to take inventory of any upcoming life events to begin a savings plan.

2022 Year End Blakely Financial Market Update

Happy New Year! So much has happened in 2022. Watch now for highlights and some items we're focused on as we transition into 2023.

2023 Economic and Market Outlook: Better Than It Looks?

As investors watching the markets after a difficult 2022, we want to know whether we will see a rebound—or more declines.

The 4 A’s of Your Personal Finances

When it comes to setting up a system for managing your personal finances, the beginning of a new year is the perfect time to begin.

Establishing Your 2023 Financial Goals

If you're looking to start this year on the right foot, your finances are a great place to start.

Financial Planning Tips & Updates

As 2023 draws closer, we wanted to highlight the changes that occurred in the past year, tax considerations for this year and next, and how you can prepare for a prosperous 2023.

2022 Market Commentary

Much of this year’s market volatility is attributed to uncertain federal reserve policies, especially with respect to the terminal rate.

2022 Investment Committee Updates

As 2022 comes to a close, it is helpful to look back on the changes we have made to keep up with the market to help you continue on the path toward your financial goals.

November Market Update 2022

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the markets in November 2022.

Market Timing: More Risk than Reward

The idea of properly timing investments for a quick return is not a strategy we believe in and is not something we ever recommend for clients.

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

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