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Stay informed with us by reading about what is happening in the market, the industry and our office.
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their...
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Valis and Manis Receive Five Star Wealth Manager Award for the 7th Year
Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R.Manis, CFP® will be recognized with the 2021 Five Star Wealth Manager Award in the February edition of Boston Magazine. This award comes...
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LPL Financial Research Outlook 2021: Powering Forward
LPL Financial Research Outlook 2021: Powering Forward LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021...
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Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no...
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Election 2020: Managing Your Emotions
It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...
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Estate Planning Documents Needed for the College-Bound
The recent COVID-19 pandemic has increased the need for Estate Planning considerations for your college-bound kids. Estate Planning isn't just for the wealthy and aging, it is useful for the living in the event that they become ill and...
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LPL Research Midyear Outlook 2020: The Trail to Recovery
The Trail Ahead At the midpoint of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us...
Read MoreSECURE and CARES Act Changes to RMD's in 2020
At the end of last year (2019), Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) to encourage businesses to sponsor retirement plans and workers to save for retirement, which...
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Valis and Manis Receive FIVE STAR Wealth Manager Award for the 6th Year in a Row
Blackstone Valley Wealth Management’s two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® will be recognized for the sixth year in a row with the 2020 Five Star Wealth Manager Award in the February edition of...
Read MoreWhen Should You Collect Social Security?
A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past recession. Postponing retirement not only means working longer but also delaying when you...
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