Blog

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

Monday, February 1, 2021

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...

Monday, January 18, 2021

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...

Friday, December 18, 2020

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...

Friday, November 20, 2020

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...

Wednesday, October 14, 2020

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,...

Show All

Thursday, September 17, 2020

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...

Tuesday, July 21, 2020

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...

Thursday, June 18, 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...

Thursday, February 6, 2020

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...

Thursday, January 23, 2020

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...