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.

May Market Update 2026

May 8, 2026

Planning for Longevity When You Expect to Live Well Into Your 90s

April 14, 2026

Multi-Generational Wealth: Preparing Heirs, Not Just Assets

April 14, 2026

April Market Update 2026

April 13, 2026

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January Market Update 2023

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

Financial Wellness Month – Time to Review, Learn & Plan

Financial wellness month is the perfect time to take a look at your savings plans and learn new ways to be financially independent.

Love & Finances: How to Invest as a Couple

You may be risk averse, while your spouse may be comfortable investing more aggressively — or vice versa. How can you bridge that gap?

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.