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Stay informed with us by reading about what is happening in the market, the industry and our office. 

 

Tuesday, July 24, 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned...

 

Tuesday, May 22, 2018

We utilize a fully integrated financial planning software system (WealthVision) that allows our clients to visualize their overall net worth on one page and link all online accounts to be visible in one, convenient location. This type...

 

Tuesday, April 10, 2018

In March, the Fifth Circuit Court of Appeals issued a decision to vacate the DOL Fiduciary Rule. This decision rejected the regulation that re-defined "fiduciary investment advice",prohibited transactional exemptions and modifications...

 

Thursday, February 15, 2018

Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® have been recognized as a top financial advisors and named to LPL Financial’s Director's Club, a distinction given to...

 

Monday, January 15, 2018

Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the fourth year in a row with the 2018 Five Star Wealth Manager Award in the February edition of...

 

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Tuesday, January 9, 2018

After more than a year of political posturing and investor anticipation, Congress finally approved a $1.5 trillion tax cut. On December 22, 2017, President Trump signed the 2017 Tax Cuts and Job Acts into law. Although the depth of...

 

Wednesday, December 6, 2017

The LPL Research Outlook 2018: Return of the Business Cycle is packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle” refers to...

 

Monday, March 13, 2017

James A. Valis, CFP® has been recognized as a top financial advisor and named to LPL Financial’s Director's Club. This distinction is is given to the top advisors based on their business success compared to the more than 14...

 

Monday, August 29, 2016

James Valis has been chosen as a recipient of the 2016 Worcester Business Journal 40 Under Forty Award! This award is a celebration of young business leaders who are making a big impact in the community through business, volunteering...