Wealth Management Insights
Planning, tax, retirement, estate, and investing perspectives for high-net-worth families, executives, and business owners.
Planning & Investing Insights
Explore timely guidance across investing, tax strategy, retirement, and estate planning—written by our investment and advisory teams to support smarter decisions.
4 min read
Navigating 2026 Tax Law Updates for Better Financial Planning
Senator Max Baucus once noted that "tax complexity itself is a kind of tax." This observation rings...
Jan 2026
6 min read
Why Corporate Earnings Matter for Your Investment Portfolio
As companies begin reporting their quarterly results, investor attention is turning from geopolitical...
Jan 2026
7 min read
Understanding Gold and Silver as Portfolio Investments
Over the last two years, gold, silver, and other precious metals have increased in value significantly,...
Jan 2026
4 min read
How Much Is Enough? Retirement Planning for High-Net-Worth Families
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, retirement planning is rarely about...
Jan 2026
4 min read
Women and Wealth in 2026: How High-Net-Worth Women Are Shaping Investing, Legacy, and the Future of Wealth Management
International Women’s Day is coming up on March 8th. And it is more than a celebration. It is a timely lens...
Jan 2026
4 min read
Planning for Cognitive Decline Before Capacity Is Questioned
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, cognitive decline is one of the most...
Jan 2026
4 min read
Elder Care Planning for High-Net-Worth Families: Preserving Control, Choice, and Optionality
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, elder care planning is rarely about...
Jan 2026
4 min read
Navigating Elder Care Planning Without Disrupting Family or Wealth
For high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, elder care is rarely a question of...
Jan 2026
5 min read
Why Tax Strategy Is a Multi-Year Decision for High-Net-Worth Families
Why taxes become more complex as wealth grows For high-net-worth (HNW) and ultra-high-net-worth (UHNW)...
Jan 2026
4 min read
Managing Concentrated Wealth After a Business Sale or Liquidity Event
Why concentrated wealth creates risk after success For many high-net-worth and ultra-high-net-worth...
Jan 2026
4 min read
How High-Net-Worth Families Should Think About Estate Planning Beyond the Basics
Why estate planning becomes more complex as wealth grows For high-net-worth (HNW) and ultra-high-net-worth...
Jan 2026
4 min read
What to Do If You Come Into Significant Money: Finding Your OnePoint
Coming into a significant amount of money can change your financial picture overnight. Whether the result of...
Jan 2026
10 min read
2026 Market Outlook: 7 Key Themes for Long-Term Investors
The stock market is poised to finish the year with double-digit gains for the sixth time in seven years. This...
Dec 2025
2 min read
Retirement, Estate, and Legacy Planning in 2026: What Changed and Why It Matters
Taxes shape legacy whether families plan for them or not. In 2026, several changes influence how retirement...
Dec 2025
2 min read
The New Math of Deductions in 2026: Standard vs. Itemized, SALT, and Charitable Giving
Tax deductions haven’t disappeared — but in 2026, they demand more precision. Between higher standard...
Dec 2025
3 min read
2026 Tax Planning Starts Earlier Than You Think: What to Review in January, Not April
Most tax mistakes aren’t dramatic. They don’t come with alarms or bold red flags. They show up quietly,...
Dec 2025
3 min read
OnePoint Forward: The 2026 Planning Trends That Will Matter Most
If the past few years taught us anything, it’s that financial planning doesn’t happen in a vacuum. Markets...
Dec 2025
2 min read
OnePoint Forward: Starting 2026 Guided by What Matters Most
The beginning of a new year has a way of sharpening perspective. Not through big promises or sweeping...
Dec 2025
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6 min read
2025 Year-End Tax Planning
With just a few weeks left in 2025, there’s still time to make smart year-end decisions that can shape your...
Dec 2025
4 min read
2025 vs. 2026: Tax Law Shifts That Could Change Your Strategy
Several tax rules are scheduled to evolve between 2025 and 2026, affecting charitable deductions, State and...
Dec 2025
5 min read
Smart Year-End Strategies to Reduce Your 2025 Tax Bill
If you’re looking to minimize your 2025 tax liability, certain moves can be especially impactful in the final...
Dec 2025
5 min read
Year-End Tax Planning 2025: Essential Dos and Don’ts
As 2025 draws to a close, a thoughtful year‑end tax plan can help you keep more of what you’ve earned, avoid...
Dec 2025
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3 min read
Charitable Giving: 2026 Tax Changes and 2025 Planning Considerations
Our clients give to make an impact—and we help them give tax-smart. Two changes arriving for tax years...
Nov 2025
4 min read
World Mental Health Day 2025
Everyone deserves good mental health and the tools to protect it. Each year on October 10th, the world comes...
Oct 2025
6 min read
How Government Shutdowns Affect Markets and the Economy
Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a...
Sep 2025
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6 min read
How to Navigate Fears of a Market Bubble
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking...
Sep 2025
7 min read
What the Fed Rate Cut Means for Long-Term Investors
The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in...
Sep 2025
4 min read
A Guide to New Jersey’s New Mansion Tax Structure (2025)
Selling property in New Jersey has never been simple—but after July 10, 2025, it became more costly for many...
Sep 2025
5 min read
Maximize Your 529 Plan: Essential Tips for College-Bound Families
As families prepare for the financial realities of college, understanding how to make the most of a 529 plan...
Aug 2025
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3 min read
Essential Legal Preparations for Parents of College-Bound Students
Sending a child off to college marks a significant milestone for both students and their parents. It’s a time...
Aug 2025
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7 min read
What Corporate Earnings Are Telling Us About Tariffs
While investors always look to corporate earnings for clues about how businesses are performing, the current...
Jul 2025
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7 min read
What the 'One Big Beautiful Bill' Means for Investors
After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by...
Jul 2025
6 min read
Debt, Deficits, and the Moody’s Downgrade
Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt...
May 2025
6 min read
What US-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial...
May 2025
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2 min read
Financial Literacy Month: Starting the Conversation About Money
As spring blooms, April brings with it Financial Literacy Month—a time to reflect on the money lessons that...
Apr 2025
5 min read
Bond Volatility and Fed Policy
Just like in the stock market, greater uncertainty has led to swings in the bond market. These moves, driven...
Apr 2025
6 min read
The Bigger Picture on U.S. and China Tensions
Trade tensions between the United States and China have escalated in recent weeks, with both countries...
Apr 2025
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7 min read
Reciprocal Tariffs and the Market Reaction
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are...
Apr 2025
6 min read
What the Fed’s Rate Pause Means for Long-Term Investors
Federal Reserve policy has been a key driver of markets over the past few years. It’s not surprising to...
Mar 2025
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3 min read
Slam the Scam: How to Protect Yourself from Fraud
Scammers are getting smarter, and their tactics are more convincing than ever. National Slam the Scam Day...
Mar 2025
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5 min read
What Tariffs and Trade Wars Mean for Long-Term Investors
Investors have faced several market concerns early in the year around tech stocks, interest rates, and...
Feb 2025
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4 min read
Empowering Black Communities Through Financial Literacy
Black History Month is a time to celebrate the achievements, resilience, and contributions of Black...
Feb 2025
5 min read
What the DeepSeek Moment Means for Investors
In the 1940s and early 1950s, computers were the size of buildings and used vacuum tubes - large glass tubes...
Jan 2025
7 min read
How the Inauguration Affects Financial Planning
President Trump’s inauguration marks a significant political shift amid market and economic uncertainty. The...
Jan 2025
2 min read
Don’t Forget: Your Annual Financial Check-Up Awaits
The start of a new year is the perfect time to pause, reflect, and set yourself up for a stronger financial...
Jan 2025
7 min read
2025 Market Outlook: 5 Insights to Pursue Portfolio Balance
The 19th century author Balzac wrote that “our worst misfortunes never happen, and most miseries lie in...
Jan 2025
7 min read
Identity Theft: A Comprehensive Guide
The holiday season is a time of joy and generosity, but it also brings heightened risks of identity theft....
Dec 2024
4 min read
Corporate Transparency Act Halted: What It Means for Businesses
The Corporate Transparency Act (CTA), passed in 2021, was hailed as a transformative tool to combat financial...
Dec 2024
4 min read
Smart Tips to Travel Without Hurting Your Financial Goals
Traveling can feel like a dream when you're chasing your wanderlust, but it shouldn't mean compromising your...
Dec 2024
6 min read
3 Reason Investors Can Be Thankful in 2024
After a historic year, investors have much to be thankful for this holiday season. Despite periods of...
Nov 2024
6 min read
How the Upcoming 2024 Election Impacts Financial Plans
With just days to go until the presidential election on November 5, polls suggest it will be a close race...
Oct 2024
6 min read
How Retirees Can Navigate Cost of Living Challenges
For those in or approaching retirement age, there is nothing more important than building a portfolio that...
Oct 2024
4 min read
Year-End Tax Planning: Top Strategies to Maximize Savings for 2024
With the year quickly coming to an end, it's the perfect time to begin planning for year-end taxes. September...
Oct 2024
4 min read
Why Skipping an Emergency Fund is a Risky Financial Mistake
Cash is King! Why does the king have so much cash, you ask? So he always has enough liquid $$$ in case of an...
Oct 2024
6 min read
How Geopolitical Conflicts Impact Markets and the Economy
The conflict between Israel and Hezbollah has escalated in recent days, raising the risk of a full-scale...
Sep 2024
6 min read
What Fed Rate Cuts Mean for Investors
The Federal Reserve announced a half-point rate cut today, raising important questions about the central...
Sep 2024
5 min read
Understanding the Different Types of Life Insurance
Life insurance plays an essential role in financial planning, helping individuals protect their families and...
Sep 2024
6 min read
Education Planning 101: How Parents Can Save for College
Education planning is a crucial step for every family. With the cost of education on a continuous upward trend
Sep 2024
5 min read
Is Life Insurance Missing From Your Financial Plan?
Life insurance is often considered the bedrock of a well-rounded financial plan. It provides financial...
Sep 2024
6 min read
How Presidential Elections and Economic Policy Impact Investors
With the presidential election just two and a half months away, the candidates’ economic policy platforms are...
Aug 2024
5 min read
Financial Planning for New Parents
Welcoming a new baby into your family is an exciting and transformative experience. Along with the joy and...
Aug 2024
3 min read
Navigating Employer Benefits: 5 Considerations for Young Professionals
Article by: Patrick Torney {% icon icon_set="fontawesome-6.4.2" name="LinkedIn" style="REGULAR" height="21"...
Aug 2024
7 min read
10 Key Factors to Consider When Relocating to Another State
Relocating to a new state can be an exciting yet challenging experience. Whether you're moving for a new job,...
Aug 2024
7 min read
10 Keys to a Successful College Experience for Students and Parents
Navigating the college experience is a significant transition for both students and parents. Last month, we...
Aug 2024
8 min read
Special Update: Perspective on the Fed and Market Sell-Off
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the...
Aug 2024
4 min read
The Importance of a Monthly Investment Savings Plan
Establishing a disciplined approach to saving and investing is crucial for achieving long-term financial...
Jul 2024
6 min read
How to Invest for Retirement Amid Market Uncertainty
From President Biden’s announcement that he will not seek re-election to a rotation of tech stocks into small...
Jul 2024
4 min read
Financial Planning for Newlyweds: Building a Strong Future Together
Written By: Yousef Khan CFP® Getting married is a significant life event that brings about many changes,...
Jul 2024
2 min read
Rolling Over 529 Plan Assets to a Roth IRA
Planning for a child’s education often involves setting aside significant funds in a 529 plan. These plans...
Jul 2024
3 min read
Understanding IRA and Roth IRA Hardship Withdrawals
When planning for retirement, understanding the nuances of your savings options is crucial. Individual...
Jul 2024
6 min read
How Corporate Taxes Could Impact Markets This Election Season
As the presidential debate season kicks off, the current and former presidents’ divergent approaches to taxes...
Jul 2024
5 min read
Common Question: Could a Roth IRA Help My Planning and if So, How?
A common planning question we discuss with clients is, 'Could a Roth IRA potentially help me and, if so,...
Jun 2024
6 min read
How Dollar-Cost Averaging Can Help Investors Get Into the Market
As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things....
Jun 2024
7 min read
How Technological Innovations Impact the Stock Market
Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets,...
Jun 2024
4 min read
Guide to Buying a Home for First Time Buyers
Homeownership remains a key part of the American dream, but for first-time buyers, the process can often seem...
Jun 2024
2 min read
Everything You Need to Know for the FAFSA 2024 Deadline
As summer begins, it's the perfect time to focus on securing financial aid for the upcoming academic year....
Jun 2024
3 min read
A Guide to Retirement Plans for Small Business Owners
To close out Small Business Month, we explore retirement plan options tailored for small business owners. As...
May 2024
2 min read
RetireReady NJ: The New Jersey State-Mandated Retirement Plan
Many employees, especially those who work for small businesses, do not have access to a workplace retirement...
May 2024
4 min read
Disability Overhead Expense & Key Person Coverage for Small Businesses
Small businesses are particularly vulnerable to the impacts of unexpected events, such as the disability of a...
May 2024
5 min read
How the Costs and Benefits of College Affect Financial Plans
For many households, college decisions are a cause for celebration. However, college also represents one of...
May 2024
5 min read
Financial Planning for Caregivers
Stepping into a caregiving role introduces a complex array of financial and emotional challenges. As we...
May 2024
4 min read
Three Ways Employee Stock Options Are Like Driving
With the stock market near all-time highs, more employees see the value of using their stock options to work...
May 2024
5 min read
How Oil Prices Impact Inflation, the Fed and Markets
The stock market has become increasingly jittery with the S&P 500 experiencing its first 5% pullback of the...
Apr 2024
6 min read
Essential Cybersecurity Practices: Safeguarding Your Digital World
In an age where digital threats are just a click away, understanding how to protect yourself online isn’t...
Apr 2024
6 min read
How Investors Navigate Market Pullbacks, Geopolitical Risks and More
After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter....
Apr 2024
5 min read
Financial Literacy for Your Offspring: A 10-Step Guide
In a world where financial literacy is becoming as essential as reading and writing, instilling in children...
Apr 2024
6 min read
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as...
Apr 2024
5 min read
How Residential and Commercial Real Estate Impact Markets
With major stock market indices hovering around all-time highs, some investors continue to worry about the...
Apr 2024
2 min read
The Best Approach to Paying Down Your Debt
Debt Awareness Week is a pivotal time for many to reassess their financial strategies and find more effective...
Mar 2024
5 min read
Understanding Your Credit Score and How to Improve It
Most of the goals we have in life require money — often this may be money that we don’t have in the present...
Mar 2024
4 min read
Four Ways Women Can Take Their Finances to The Next Level
Contributors: Molly Murphy CFP®, Tracy Shackelford, Julie Hetland CFP® If you think about just how far women...
Mar 2024
5 min read
How Presidential Elections Affect the Stock Market
With the presidential election season heating up, there will no doubt be a flurry of daily headlines between...
Mar 2024
4 min read
Leaving Your Job? Know Your Retirement Plan Options
When you're navigating the transition between jobs, your retirement plan might not be the first thing on your...
Feb 2024
5 min read
How Consumer Spending Supports the Economy and Markets
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28...
Feb 2024
5 min read
How Loss Aversion and the Sequence of Returns Impact Investors
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it...
Feb 2024
5 min read
How Expectations Around the Fed, Banks and the Economy Affect Investors
When it comes to markets, day-to-day price swings are often more about what investors expect than the...
Feb 2024
5 min read
What History Says About Markets Reaching All-Time Highs
The author Fyodor Dostoevsky once wrote that “man only likes to count his troubles; he doesn’t calculate his...
Feb 2024
2 min read
Getting Rid of Financial Clutter
As 2023 winds down, its a great time for tackling a topic that many of us find daunting yet essential -...
Jan 2024
3 min read
12 Common Mistakes to Avoid in 2024
As the New Year unfolds, it's an opportune time to reflect on our financial habits and resolve to avoid...
Jan 2024
5 min read
Why Bonds Are Increasingly Attractive for Long-Term Investors
The bond market has had a better year in 2023 despite ongoing swings in interest rates. The U.S. Aggregate...
Dec 2023
4 min read
Where Evidence Meets Opportunity
Healthcare Investing in a More Discerning Market EnvironmentWritten by: David Mandelbaum, Portfolio Manager ...
Jan 2026
7 min read
December 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I will start by sending my best wishes for a happy and healthy 2026. While this monthly letter...
Jan 2026
6 min read
November 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update If one went to sleep on November 1st and woke up on November 28th, the last trading day of the...
Dec 2025
6 min read
October 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update One month ago, on the day I wrote the September letter, the US government was one day into its...
Nov 2025
6 min read
September 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I write this September letter on October 1st where the US federal government is partially shut...
Oct 2025
7 min read
August 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The stock market continued on with its monthly winning streak for the fourth month in August,...
Sep 2025
8 min read
July 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update While the month of July saw a continuation of the stock market recovery from the early April...
Aug 2025
8 min read
June 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update After a strong stock market rebound in May after three months of declines, stocks continued...
Jul 2025
8 min read
May 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The rally in stocks that began in earnest on April 9th off the post April 2nd “Liberation Day”...
May 2025
8 min read
April 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update The S&P 500 fell in April for the 3rd straight month but ended much better than it started the...
May 2025
8 min read
March 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update I’ll start this March letter by going straight to the tariff discussion as we know it’s what...
Apr 2025
8 min read
February 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update As of this writing, the S&P 500 has given back all of its post-election gains and at least...
Mar 2025
8 min read
January 2025 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update January ended and February started with a lot of drama related to the tariff threats President...
Feb 2025
8 min read
December 2024 Market Commentary | OnePoint BFG Wealth Partners
Monthly Update Happy 2025 and it will certainly be another eventful year in so many ways as life is seemingly...
Jan 2025
OnePoint in the News.
Highlights from our latest media mentions, interviews, and firm updates—including regular market commentary from our Chief Investment Officer.
Mon, Feb 02 2026
08 PM
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What’s Your OnePoint? | Mark Feldman
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. In...
2 min read
Mon, Feb 02 2026
07 PM
Our CIO Named to the 2026 Elite Private Wealth CIO List
Peter Boockvar was recognized by Markets Group for disciplined leadership and long-term stewardship in a...
1 min read
Mon, Feb 02 2026
12 PM
OnePoint BFG Wealth Partners Acquires Voyage Wealth Architects
Strategic acquisition reinforces shared client philosophy and broadens firm’s national footprint ...
2 min read
Thu, Jan 29 2026
02 PM
What’s Your OnePoint? | Frank Lepore
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. In...
2 min read
Wed, Jan 28 2026
05 PM
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Peter Boockvar on the Expanding Commodity Bull Market
In a recent appearance on CNBC’s Fast Money, OnePoint BFG Chief Investment Officer Peter Boockvar shared...
1 min read
Mon, Jan 26 2026
09 PM
What’s Your OnePoint? | Michael Axelrod
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. The...
1 min read
Mon, Jan 26 2026
08 PM
What’s Your OnePoint? | Alexis Miller
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. In...
1 min read
Thu, Jan 22 2026
10 PM
The Advisor’s Compass Podcast | Referrals Are the Business
What's The Advisor's Compass? Most advisors work hard. Few build something that lasts. Launched in 2025, The...
2 min read
Wed, Jan 21 2026
11 PM
What’s Your OnePoint? | John Patterson
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. “I...
1 min read
Fri, Jan 16 2026
03 PM
What’s Your OnePoint? | Peter Boockvar
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. At...
1 min read
Fri, Jan 16 2026
03 PM
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Peter Boockvar Joins CIO Roundtable on Market Volatility
Chief Investment Officer Peter Boockvar was recently featured in a CIO roundtable discussion with...
1 min read
Wed, Jan 14 2026
02 PM
What’s Your OnePoint? | Nathan Barbakoff
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. You...
1 min read
Wed, Jan 14 2026
01 PM
What’s Your OnePoint? | Scott Schwartz, CFP®
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. ...
1 min read
Tue, Jan 13 2026
05 PM
Proposed “Millionaire Taxes”? | The Daily Upside
Proposed “Millionaire Taxes”? Don’t make permanent decisions based on temporary headlines. Tax proposals...
1 min read
Fri, Jan 09 2026
10 PM
What’s Your OnePoint? | Sean McCarthy, CFP®, RICP®, ChFC®
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. In...
1 min read
Thu, Jan 08 2026
10 PM
Help Us Continue to Improve Your Experience | Our Annual Client Survey
At OnePoint BFG, our goal is simple: to deliver an experience that supports you, reflects what matters most...
1 min read
Thu, Jan 08 2026
09 PM
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Peter Boockvar on CNBC's Squawk Box: Markets, AI, and the Road to 2026
Peter Boockvar CNBC: Markets, AI, and the Road to 2026 Our CIO, Peter Boockvar, recently joined CNBC’s ...
1 min read
Wed, Jan 07 2026
08 PM
What’s Your OnePoint? | Christopher Mackin
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. At ...
1 min read
Wed, Jan 07 2026
05 PM
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Bullish on Oil | Peter Boockvar joins CNBC's Power Lunch
Peter Boockvar on CNBC’s Power Lunch Looking past headlines on Venezuelan oil. Recent headlines have renewed...
1 min read
Fri, Jan 02 2026
07 PM
The Future of Wealth Management Is Being Decided Now
In a featured Barron's Advisor Big Q article, leading voices across the advisory industry weigh in on what...
2 min read
Fri, Jan 02 2026
06 PM
Peter Boockvar on Today’s Markets | CNBC Money Movers
OnePoint BFG Chief Investment Officer Peter Boockvar recently joined CNBC to share his perspective on what’s...
2 min read
Tue, Dec 30 2025
08 PM
The Advisor’s Compass Podcast | The Leverage Behind Real Growth
What's The Advisor's Compass? Most advisors work hard. Few build something that lasts. Launched in 2025, The...
1 min read
Tue, Dec 23 2025
08 PM
What’s Your OnePoint? | Monica Pyryt
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. At...
1 min read
Tue, Dec 23 2025
08 PM
What’s Your OnePoint? | Anthony Holden
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. At...
1 min read
Mon, Dec 22 2025
03 PM
The Advisor’s Compass Podcast | From Advisor to Business Owner
What's The Advisor's Compass? Most advisors work hard. Few build something that lasts. Launched in 2025, The...
1 min read
Fri, Dec 19 2025
04 PM
The Bond Paradox of 2026 | Peter Boockvar on the David Lin Report
What happens when the Federal Reserve cuts rates, yet long-term yields continue to rise? In a wide-ranging...
2 min read
Tue, Dec 16 2025
10 PM
Peter Boockvar Talks Markets and Strategy on the RiskReversal Podcast
This episode of the RiskReversal Podcast brings you a conversation with Dan Nathan, Peter Boockvar (CIO at...
1 min read
Tue, Dec 16 2025
11 AM
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2025 Growth Milestones, Leadership Additions, and Expansion of National Platform
Parsippany, NJ — December 16th, 2025 – OnePoint BFG Wealth Partners (“OnePoint BFG”), a premier financial...
3 min read
Mon, Dec 15 2025
02 PM
What’s Your OnePoint? | Andy Schwartz
Welcome to our new series where we share the voices of our team and what their OnePoint means to them. ...
Thu, Dec 11 2025
01 PM
OnePoint BFG - Financial Planning's Best RIAs to Work For 2025
Big news: OnePoint has landed on Financial Planning's list of the Best RIAs to Work For in 2025. This...
2 min read
Thu, Dec 04 2025
07 PM
Why Oil May Be the World’s Cheapest Asset: Peter Boockvar
Peter Boockvar, One Point BFG Wealth Partners CIO, joins ‘Fast Money’ to talk why he is bullish on energy...
1 min read
Wed, Nov 26 2025
06 PM
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Why Rapid Rate Cuts Could Backfire: Peter Boockvar
Chief Investment Officer Peter Boockvar joined CNBC to discuss the Federal Reserve’s next steps on interest...
1 min read
Fri, Nov 21 2025
11 PM
Fed Signals and Market Impact Insights: Peter Boockvar
Peter Boockvar joins 'Fast Money' to talk what to expect from the Federal Reserve in Fed Chair Powell's final...
1 min read
Tue, Nov 11 2025
11 PM
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Big Tech’s AI Spending Spree: Peter Boockvar
Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, warns that big tech’s AI spending...
1 min read
Thu, Nov 06 2025
10 PM
What a Supreme Court Ruling Could Mean for Markets: Peter Boockvar
Binky Chadha, Deutsche Bank chief global strategist, and Peter Boockar, OnePoint BFG Wealth Partners CIO,...
1 min read
Fri, Oct 24 2025
09 PM
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What’s Driving Market Swings and How to Prepare: Peter Boockvar
CNBC’s “Fast Money” team discusses what the September CPI report and slew of earnings reports indicate for...
1 min read
Tue, Oct 21 2025
07 PM
Earnings Insights on 3M, Tesla & Market Trends: Peter Boockvar on CNBC
Peter Boockvar, CIO at One Point BFG Wealth Partners, says earnings will likely beat expectations, but...
1 min read
Fri, Oct 10 2025
09 AM
AI Rally, Gold Surge, and Market Outlook: Peter Boockvar on CNBC
Peter Boockvar, OnePoint BFG Wealth Partners CIO, joins 'Squawk Box' to discuss the latest market trends,...
1 min read
Sat, Oct 04 2025
12 PM
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Preparing Your Portfolio for Volatility With Scott Schwartz
On this final episode of Rise UP!, Rise Growth Partners CIO Joe Duran sits down with Kevin Grimes, CEO & CIO...
Fri, Oct 03 2025
10 PM
Consumer Trends and Market Moves: Peter Boockvar on Conagra’s Outlook
Peter Boockvar, CIO at One Point BFG Wealth Partners, joins Fast Money to discuss Conagra’s downbeat view on...
Fri, Sep 26 2025
10 PM
Why The Fed’s Inflation Fight Isn’t Over: Peter Boockvar on CNBC
In his latest CNBC appearance, OnePoint CIO Peter Boockvar and CNBC’s “Fast Money” team discuss new inflation...
Fri, Sep 26 2025
08 PM
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Fed Rate Cuts and Market Trends With Andy Schwartz
This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin...
1 min read
Wed, Sep 17 2025
10 PM
OnePoint BFG Wealth Partners Named to Barron’s Top 100 RIA Firms 2025
We are proud to announce that OnePoint BFG Wealth Partners has been named toBarron’s 2025 list of Top 100...
2 min read
Wed, Sep 17 2025
10 AM
Turnarounds, Momentum & Market Stagnation: Peter Boockvar on CNBC
In his latest CNBC appearance, OnePoint CIO Peter Boockvar discusses why several high-profile stocks, like...
Fri, Aug 29 2025
01 PM
Navigating Market Risks with Alexis Miller and David Mandelbaum
On this week’s Rise UP!, Terri Kallsen and Joe Duran speak with Alexis Miller and David Mandelbaum to analyze...
Fri, Aug 22 2025
01 PM
Fed Signals and Market Moves: Peter Boockvar Breaks Down Rate Cuts
In a CNBC interview, Peter Boockvar of OnePoint explained that while markets are eager for rate cuts, the...
Tue, Aug 19 2025
01 PM
Why Home Prices Keep Rising Despite Rate Cuts
In a CNBC appearance, Peter Boockvar of OnePoint BFG explained that lower interest rates won’t fix the U.S....
Mon, Aug 11 2025
05 PM
Nathan Barbakoff Named to Forbes Top Next-Gen Advisors
OnePoint BFG Wealth Partners is proud to announce that Nathan Barbakoff has been named one of Forbes’ Top...
2 min read
Tue, Aug 05 2025
04 AM
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Peter Boockvar on CNBC: Why Rate Cuts May Still Be Coming in 2025
As major banks hold firm on a no-cut outlook, Peter Boockvar joins CNBC to share why he sees the Fed on...
Fri, Aug 01 2025
01 PM
Diversification & Market Insights with Scott Schwartz & Alexis Miller
As markets declined, tariffs rose, and unemployment data disappointed, Joe Duran, Scott Schwartz, and Alexis...
Mon, Jul 28 2025
10 AM
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Peter Boockvar on CNBC: S&P Earnings Growth Driven by Two Sectors
Peter Boockvar, CIO at OnePoint BFG Wealth Partners, joined Worldwide Exchange to warn that high tariffs,...
Tue, Jul 22 2025
04 AM
Bleakley Rebrands as OnePoint BFG Wealth Partners
Bleakley Financial Group Rebrands as OnePoint BFG Wealth Partners, Ushering in Bold New Chapter Name change...
3 min read
Fri, Jul 11 2025
04 AM
Nvidia’s $4T Surge & Market Risks with Andy Schwartz & David Mandelbaum
This week, Nvidia surpassed a $4 trillion market cap as U.S. stocks continue climbing—but with equity...
Fri, Jul 11 2025
04 AM
Peter Boockvar on CNBC: Tariff Threats and Inflation Impact
Peter Boockvar, OnePoint BFG chief investment officer and CNBC Contributor, joins 'Fast Money' to talk the...
Mon, Jul 07 2025
01 PM
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Peter Boockvar on CNBC: U.S. Deficit Risks and Market Impact
Peter Boockvar, CIO at OnePoint BFG Wealth Partners, joins 'Squawk Box' to discuss America's current deficit...
Tue, Jun 17 2025
01 PM
Peter Boockvar on CNBC: Sell America Trade and Dollar Outlook
Peter Boockvar, CIO at OnePoint BFG Wealth Partners, joins 'Fast Money' to discuss if the 'sell America'...
Fri, Jun 13 2025
04 AM
Portfolio Gain Opportunities with Scott Schwartz and Jeffrey Miller
In a week of downbeat data, the Rise UP! team, Terri Kallsen, Scott Schwartz, and Jeffrey Miller, highlight...
Fri, Jun 06 2025
04 AM
Peter Boockvar Breaks Down Market Jump After Jobs Report
Peter Boockvar, OnePoint BFG chief investment officer, joins 'Fast Money' to explain why he is skeptical of...
Thu, Jun 05 2025
04 PM
Elevate Women's Conference
Empowering Conversations: Mary Lundstrom Speaks at the Elevate Women’s Conference Miami, FL | May 3, 2025 At...
1 min read
Mon, Jun 02 2025
10 AM
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Peter Boockvar on CNBC: Oil Prices Near Inflection Point
Peter Boockvar, CIO of OnePoint BFG, appeared on CNBC’s Squawk Box to discuss energy markets and his belief...
Fri, May 16 2025
04 AM
Don’t Chase This Market Rally! Smart Investing Moves
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are...
Fri, May 16 2025
04 AM
Peter Boockvar on CNBC: Consumer Worries Over Tariff Inflation
Peter Boockvar, CIO at OnePoint BFG Wealth Partners, joins ‘Fast Money’ to discuss market risks tied to...
Fri, May 16 2025
04 AM
OnePoint Advisors Named as Forbes 2025 Best-In-State Wealth Advisors
Nine Bleakley Advisors Named to Forbes Best-In-State Wealth Advisors List We’re proud to share that nine...
1 min read
Tue, May 13 2025
04 AM
Mag 7 Dominance Is Over, Says OnePoint's Peter Boockvar
Peter Boockvar, OnePoint BFG CIO, joins 'Power Lunch' to discuss how the Federal Reserve will react to recent...
Wed, Apr 16 2025
04 AM
OnePoint BFG Expands Nationally with Addition of Two Advisory Teams
PARSIPPANY, N.J.--(BUSINESS WIRE)--Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and...
3 min read
Wed, Apr 16 2025
04 AM
Fed Powell Won’t Bail Out Bad Trade Policy, Says Peter Boockvar
Peter Boockvar, OnePoint BFG, joins 'Fast Money' to talk the market's response to Fed Chair Powell''s...
Tue, Apr 15 2025
04 AM
Economic Downturn Could Be Coming, Moody’s Mark Zandi Warns
UBS’ David Lefkowitz, Moody’s Mark Zandi and OnePoint BFG’s Peter Boockvar, join 'The Exchange' to discuss...
Wed, Apr 09 2025
04 AM
Tax Day Selling Adds to Bond Market Volatility Says Peter Boockvar
Drew Matus, MetLife Investment Management chief market strategist, and Peter Boockvar, OnePoint BFG CIO, and...
Mon, Apr 07 2025
04 AM
Economists Divided on Tariffs as Markets Drop and Recession Fears Grow
William Lee, Milken Institute Chief Economist, defends tariffs as part of U.S. restructuring, while Peter...
Wed, Apr 02 2025
04 AM
Boockvar Says Market Shift Means Tossing the Old Blueprint Entirely
Peter Boockvar, CIO at OnePoint BFG, warns tariffs could destabilize markets. He sees a shift from Mag 7...
Thu, Mar 20 2025
04 AM
Jack Cooney Named to Barron's Top 1200 Financial Advisors List
We’re pleased to share that Jack D. Cooney, Managing Partner at OnePoint BFG Wealth Partners, has been named...
Fri, Mar 14 2025
04 AM
Boockvar Says Big Tech’s Reign Is Over, So Market Bounce Won’t Last
Peter Boockvar, CIO at OnePoint BFG, joins 'Fast Money' to talk on why he believes market pain isn't over.
Mon, Feb 24 2025
05 AM
Buffett’s Reality Check: Berkshire Shareholders React to Wall Street
OnePoint's Peter Boockvar and Smead Capital's Cole Smead discuss Warren Buffett's warning for U.S. investors...
Wed, Feb 12 2025
05 AM
Boockvar Says the Market's Too Calm on Inflation and Tariff Risks Ahead
Peter Boockvar, OnePoint BFG CIO, joins 'Money Movers' to discuss if the market's ignoring the risk of...
Fri, Feb 07 2025
05 AM
Tariff Threat Is Biggest Drag on Stock Market Today Says Boockvar
Peter Boockvar, OnePoint BFG's Chief Investment Officer, joins 'Fast Money' to talk what is dragging on the...
Fri, Jan 10 2025
05 AM
Higher Interest Rates Are Finally Affecting the Market Boockvar Says
Peter Boockvar, OnePoint BFG's CIO, joins ‘Fast Money’ to talk the market’s reaction to the jobs report and...
Tue, Aug 20 2024
04 AM
Joe Duran's Rise Growth Makes First Investment in Bleakley
Rise Growth Partners, the RIA investing company launched earlier this year by former United Capital CEO Joe...