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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May Market Update 2024

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

Investing in Your Graduate’s Future: Planting Seeds for Long-Term Success

Explore strategies for investing in your graduate’s future, including Roth IRAs and 529 plans for lasting success.

Quiz: How Financially Literate Are You?

Are you ready to see how financially literate you are? Dive into our Financial Literacy Month quiz and put your knowledge to the test!

Key Updates on the Economy & Markets

Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way.

April Market Update 2024

Join Stephen LaFrance, CFP®, AIF®, ChSNC®, MBA as he updates you on this year’s first quarter.

Financial Literacy Month: Our Favorite Podcasts

Check out these podcasts to boost your financial wisdom so you can make informed and effective financial decisions this Financial Literacy Month.

Managing Finances in a Blended Family

Explore key considerations for managing finances in a blended family to set the stage for a prosperous and harmonious financial future.

Advanced Tax Planning Tips for 2024

Explore advanced tax planning insights to help navigate this tax season with ease and set the stage for a year filled with prosperity and informed financial decisions.

March Market Update 2024