Market & Planning Insights.
Smart moves start with smart information. From timely market commentary to forward-thinking planning strategies, hear the latest views from our investment and advisory experts.
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
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
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
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
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
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
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...
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
5 min read
How Corporate Profits and Dividends Affect Investor Returns
The stock market has been supported by a healthier-than-expected economy this year, generating returns that...
Dec 2023
6 min read
How Inflation Impacts Taxes and Retirement Benefits
While the holiday season is ideally a time for family and friends, it is also the best time to review tax...
Nov 2023
3 min read
Key Planning Items to Consider for your College Aged Student
Sending a child off to college marks a significant milestone in both the student's and the parents' lives....
Sep 2023
3 min read
What Is a Roth IRA Conversion? Benefits, Risks, and Key Considerations
What is a Roth IRA Conversion? A Roth conversion is the process of taking tax-deferred funds held within a...
Feb 2022
3 min read
Getting Your Financial House In Order for 2022
Another year is almost over! Many of the events that occurred in 2020 remained to be factors throughout...
Oct 2021
3 min read
2020 Year in Review at Bleakley
A Message from our Executive Committee Without question, 2020 will long be remembered for the trials endured...
Feb 2021
3 min read
Working with Medical Professionals: 5 Questions with Stephen Goldenring
What are some areas that you feel are being neglected by your medical professional clientele in regards to...
Dec 2020
3 min read
Getting Your Financial House In Order
What a year it has been! It would have been difficult to predict and plan for all of the news and events...
Nov 2020
2 min read
Have a Plan in Place for your College Bound Students this Fall
Must-Haves For All College Bound Students The headlines over the past few months, have been focused around...
Aug 2020
6 min read
There Is No Better Time Than Now
There is No Better Time than Now For the past few months, headline news has been focused around the stock...
Aug 2020
5 min read
The Basics of Social Security: What You Need to Know for Retirement
When you think about Social Security, what comes to mind? Do you worry if it will still be around for you...
Jun 2020
2 min read
Six Things to Do Before 30 to Build Wealth
Your twenties are the perfect time to save and invest. Whether you're just embarking on your career or...
May 2020
1 min read
Federal Student Loan Rates for 2020-2021
Federal Student Loan Rates at Record Lows Now, more than ever, the economic planning around a child’s...
May 2020
2 min read
Ten Steps to a Financial Education
Setting the table for financial responsibility... Teaching your children to be financially responsible is...
Apr 2020
1 min read
Are you considering Financial Aid next semester?
Financial Aid Awareness Month - Here’s what you need to know. According to the National Center for Education...
Feb 2020
2 min read
12 Common Mistakes to Avoid in 2020
January 2020 - 12 Common Financial Mistakes to Avoid in 2020 Just as to-do lists can be a key part of...
Jan 2020
2 min read
Helping to Care for Aging Parents & Exploring your Options
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are...
Nov 2019
1 min read
Ask the Right Questions as You Plan Your Estate
Know your options for transferring assets. Some wealthy individuals begin or revisit their estate planning in...
Oct 2019
3 min read
Cyber Security
It’s a bad, scary world out there. Practice good cyber security to keep you and your identity safe. That...
Oct 2019
4 min read
Want Financially Responsible Kids? Avoid Doing These Three Things
By Andy Schwartz, CFP® Principal & Co-Founder of Bleakley Financial Group “I can’t afford it.” Whenever I...
Sep 2019
1 min read
The Must-Haves for All College Bound Students
In just a few short weeks, parents will watch their recent high school graduate get ready to start the next...
Jul 2019
Medicare Planning With Bleakley Financial Group
Bleakley Financial Group managing director Vince Nauheimer sits down with Medicare expert Justin Lubenow,...
Apr 2019
4 min read
Conquering Higher Education Costs - Top College Savings Options
It's common knowledge that the cost of college looms large after high school. Like any long-term goal, the...
Jul 2018
2 min read
Active vs. Passive Management: Battle Royale
We all grew up with the tale of Paul Bunyan vs the steam powered saw. Paul Bunyan and his Blue Ox, Babe,...
Jun 2018
2 min read
Why Working With a Financial Planner Is a Smart Financial Decision
Is a Mercedes truly that much better than a Honda to justify the higher price tag? Is it worth paying more...
Jun 2018
2 min read
Everything You Need to Know About a CERTIFIED FINANCIAL PLANNER, CFP®
Do you feel overwhelmed by managing your finances? There’s good reason when you consider the task. There are...
Jan 2018
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 | Bleakley Financial Group
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.
Stay up to date on the latest headlines, press releases, and firm and advisor milestones.
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 has crossed the $4 trillion threshold in market cap while US stocks continue to march...
Fri, Jul 11 2025
04 AM
Increased tariffs going to flow through supply chain and inflation data, says Bleakley's Boockvar
Peter Boockvar, Bleakley Financial Group chief investment officer, CNBC Contributor, joins 'Fast Money' to...
Fri, Jun 13 2025
04 AM
Bad Economic Data May Be Scary, But There's Money to Be Made From It with Scott Schwartz and Jeffrey Miller
In a week of negative data, the Rise UP! team of Terri Kallsen and Bleakley Financial Managing Partner Scott...
Fri, Jun 06 2025
04 AM
Stocks are jumping on 'confusing' jobs report, says top investor Peter Boockvar
Peter Boockvar, Bleakley Financial Group chief investment officer, joins 'Fast Money' to explain why he is...
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
Fri, May 16 2025
04 AM
Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market
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
Consumers are 'really worried' about tariff-driven inflation, says Bleakley’s Peter Boockvar
Peter Boockvar, CIO at Bleakley Financial Group, joins ‘Fast Money’ to discuss market risks tied to...
Fri, May 16 2025
04 AM
Bleakley 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 Bleakley's Peter Boockvar
Peter Boockvar, Bleakley Financial Group CIO, joins 'Power Lunch' to discuss how the Federal Reserve will...
Wed, Apr 16 2025
04 AM
OnePoint BFG Expands Nationally with the 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 Chair Powell not looking to bail out 'stupid' trade policy, says Bleakley's Peter Boockvar
Peter Boockvar, Bleakley Financial Group, joins 'Fast Money' to talk the market's response to Fed Chair...
Tue, Apr 15 2025
04 AM
We need to be on high alert of an economic downturn, says Moody's Mark Zandi
UBS’ David Lefkowitz, Moody’s Mark Zandi and Bleakley Financial’s Peter Boockvar, join 'The Exchange' to...
Wed, Apr 09 2025
04 AM
Tax day selling is playing a large role in bond market volatility, says Bleakley's Peter Boockvar
Drew Matus, MetLife Investment Management chief market strategist, and Peter Boockvar, Bleakley Financial...
Mon, Apr 07 2025
04 AM
Economists split on tariffs' impact as markets fall and recession fears rise
William Lee, Milken Institute Chief Economist, defends tariffs as part of U.S. restructuring, while Peter...
Wed, Apr 02 2025
04 AM
Boockvar: The market is transitioning—throw the old blueprint in the garbage
Peter Boockvar, CIO at Bleakley Financial Group, warns tariffs could destabilize markets. He sees a shift...
Thu, Mar 20 2025
04 AM
Jack Cooney Named to Barron's Top 1200 Financial Advisors List
We’re pleased to share thatJack D. Cooney, Managing Partner at Bleakley Financial Group, has been named to...
Fri, Mar 14 2025
04 AM
Market bounce won't last because because Big Tech's dominance is over, warns investor Peter Boockvar
Peter Boockvar, Bleakley Financial Group chief investment officer, joins 'Fast Money' to talk why he believes...
Mon, Feb 24 2025
05 AM
Berkshire shareholders weigh in on Warren Buffett's reality check for Wall Street
Bleakley Financial's Peter Boockvar and Smead Capital's Cole Smead discuss Warren Buffett's warning for U.S....
Wed, Feb 12 2025
05 AM
Market a bit 'nonchalant' about inflation returning and more tariffs, says Bleakley's Peter Boockvar
Peter Boockvar, Bleakley Financial Group CIO, joins 'Money Movers' to discuss if the market's ignoring the...
Fri, Feb 07 2025
05 AM
Tariff threat is biggest drag on stocks, according to investor Peter Boockvar
Peter Boockvar, Bleakley Financial Group Chief Investment Officer, joins 'Fast Money' to talk what is...
Fri, Jan 10 2025
05 AM
‘Higher interest rates finally matter for stocks’, says investor Peter Boockvar
Peter Boockvar, Bleakley Financial Group chief investment officer, joins ‘Fast Money’ to talk the market’s...
Tue, Aug 20 2024
04 AM
Joe Duran's Rise Growth Makes First Investment in Bleakley
The more than $50 million investment in Bleakley will help the hybrid RIA launch an equity ownership program...
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