Bleakley Financial Group

🌟 We’re thrilled to announce that we have been named one of Forbes’ Top RIA Firms for 2024, ranking 88th out of 250 nationwide! 🎉 This recognition reflects the trust and support of our incredible clients and the dedication of our exceptional advisors. Here’s to continued success together! 🙌 #ForbesTopRIA #ClientAppreciation #FinancialPlanning 🔗https://lnkd.in/gcdu_yGC

Your wealth is about more than just numbers: 🌟 It’s about preparing for the future. 💡 It’s about making informed decisions. 🤝 It’s about working with partners who understand your unique goals. This month is an opportunity to focus on what truly matters to you. 💼 Ready to start the conversation? Comment below or send us a message to connect with an advisor.

In 2024, fears of a hard landing, inflation, and political uncertainty were top of mind for many investors. But as we step into 2025, a new theme emerges: balance. How can investors pursue stability in a year of elevated valuations, evolving interest rates, and shifting geopolitical landscapes? Our latest blog explores 5 key insights to consider when planning your portfolio for 2025: 📊 Why the economy is more resilient than expected 💡 The sectors to watch as valuations remain elevated 🎯 How to stay focused amid geopolitical and economic shifts Read the full analysis below ⬇️ — What’s your top priority for 2025?

Here’s to a bright and promising 2025! 🥂🎉 Wishing you and your loved ones a Happy New Year from all of us at Bleakley Financial Group.

🔎🪙What challenges lie ahead as "higher for longer" interest rates persist and tariffs loom on the horizon? Our CIO, Peter Boockvar, joins CNBC to share his insights on the key trends that shaped 2024 and what to watch for in 2025. #MarketInsights #Finance #Investing #Economy

As we approach the second half of the decade, the wealth management industry is poised for profound transformation. Joe Duran, managing partner here at Rise, shares insights in his latest column for InvestmentNews on how firms can adapt and thrive amidst disruption, with a special focus on the role of AI and client-centric innovation. His key questions for consideration include: 1. What if the future of wealth management is about time and energy allocation, not just asset allocation? 2. What if simplifying clients' lives becomes more important than offering specialized expertise? 3. What if collaboration with clients is the key to staying ahead? As AI reshapes the industry, the most successful firms will not just focus on financial planning—they'll create curated, collaborative solutions that help clients maximize their lives. Read Joe’s full article for insights on how wealth management firms can build a future-focused, client-first approach to success: https://lnkd.in/dHCNdWRf #RiseGrowthPartners #WealthManagement #GrowthMindset #Leadership #Innovation #AI #ClientEngagement

🎄✨ Merry Christmas and Happy Holidays! ✨🎄 From our entire team at Bleakley Financial Group, we wish you a week filled with joy, love, and special moments with those who matter most.

🎄With the holiday season in full swing, digital criminals are more active than ever, ready to exploit the busy shopping season to steal your identity. Our latest blog, "Identity Theft: A Comprehensive Guide," is here to help you stay one step ahead by: 🔒 Preventing identity theft before it occurs. 📋 Offering immediate steps if your personal information is compromised. 💡 Building long-term cybersecurity habits to help protect your future. 👉 Stay safe and informed—read the full guide here: https://lnkd.in/e8TS2JZz

🎙️ Is the Fed responding to market pressure? 📊 Inflation, rate cuts, and a new administration—how will it all come together? Peter Boockvar joins CNBC to unpack the Federal Reserve’s next move—and its potential ripple effects on markets. 💬 What do you think? Share your thoughts in the comments. #FederalReserve #MarketInsights #Finance #Investing

Always proud to support and honor the incredible efforts of the Interfaith Food Pantry Network as they press forward in their mission to provide nutritious food, education, and resources to Morris County families in need. In 2023, they distributed over 2 million pounds of food, nearly 2 million meals, distributed over 850,000 pounds of produce, and visited over 39,000 households. #givingback #fighthunger Bleakley Financial Group