Bleakley Financial Group

We’re pleased to share that Jack D. Cooney, Managing Partner at Bleakley Financial Group, has been named to Barron's Advisor Top 1200 Financial Advisors list. This distinction reflects Jack’s dedication to serving clients with trusted financial guidance and reinforces our firm’s commitment to excellence. ?? See the full list in the comments. #FinancialAdvisors #BarronsTop1200 #WealthManagement #FinancialPlanning

What does the Fed’s rate pause mean for long-term investors? Despite recent market swings, the Federal Reserve has held interest rates steady due to mixed economic signals—concerns over tariffs, inflation above target, and slowing GDP growth. Yet, the Fed still anticipates two rate cuts this year, signaling confidence amid uncertainty. Explore why investors should maintain perspective rather than react to short-term headlines, and why excessive reliance on cash could undermine your long-term strategy. ?? https://lnkd.in/edEfGDWF #FederalReserve #InterestRates #LongTermInvesting #EconomicInsights

?? Bleakley’s Scott Schwartz & Alexis Miller join Joe Duran on Wealthion Managing Partner Scott Schwartz and Director of Investment Research Alexis Miller sat down with Joe Duran of Rise Growth Partners to discuss private markets, investor behavior, and how to think about alternatives in today’s environment. Watch the full episode here: https://lnkd.in/eiUPq4gR #AlternativeInvestments #FinancialPlanning #PrivateMarkets — ?? — Disclosure: Bleakley Financial Group is utilizing Wealthion as a lead generation service and provides a cash compensation to them for this service. Wealthion is not a client of Bleakley Financial Group. There is a conflict of interest in offering compensation since Wealthion is motivated to refer prospects/clients to Bleakley by such payments.?There are no additional conflicts of interest.

We're excited to be featured in WealthManagement.com! Bleakley Financial Group's recent equity partnership empowers advisors as stakeholders, aligning their success directly with that of our clients, thanks to the support of Rise Growth Partners. ??Read more?? #WealthManagement #AdvisorGrowth #RIA *The third-party information contained herein is provided for informational and discussion purposes only. Bleakley Financial Group, LLC does not represent this third-party information as its own. WealthManagement.com is a third-party publisher and not affiliated with Bleakley Financial Group, LLC.*

At Bleakley, we’re dedicated to empowering advisors and delivering exceptional client service. And with that comes a commitment to growth. We’re excited to announce we've hit some major milestones, including: ?? AUM & Equity Expansion: 80% of our AUM now resides with W2 equity partners, and we've surpassed $1B in net new assets through inorganic growth initiatives in Q1. ?? We’re accelerating our advisor growth efforts, securing multiple letters of intent and expanding our market reach. ?? Expanded Leadership: We’re thrilled to welcome Adam Roosevelt as Chief Growth Officer to lead our next phase of expansion. ?? Rebrand coming soon: A comprehensive rebrand is on the horizon to reflect our next chapter. A huge thank you to our team, advisors and partners, and our clients for being with us every step of the way! Andy Schwartz, Scott Schwartz, Jack D. Cooney Jr., Michael Axelrod, Vincent Nauheimer, Peter Boockvar, David Mandelbaum, Stephen Kuhn, Rise Growth Partners, Joe Duran, Jennifer Geoghegan, Terri Kallsen

Today is the day ???? Join us at Future Proof Citywide as our CEO Andy Schwartz, CFP? takes the stage with our partner Rise Growth Partners, Joe Duran in an insightful conversation about Bleakley Financial Group’s recent rate of tremendous growth and success since partnering together 6 months ago. ??South Beach Stage ??11:25 AM Who plans on joining us for this awesome convo in person!? Check in below ??????

Market leadership is shifting—are investors prepared? ??The MAG-7 stocks once carried the market, making up 35% of the S&P 500. But their dominance is fading. With international markets ??, small and mid-caps ??, and commodities ?? gaining traction, could we be entering a new investment cycle? Are we witnessing a temporary shift—or the start of a multi-year market reset? #Markets #Investing #Economy #StockMarket #CNBC

The countdown is on! Future Proof Citywide 2025 is just around the corner, and we’re excited to see Andy Schwartz, CFP?, CEO of Bleakley Financial Group, take the stage. From March 16-19, Future Proof is bringing the most forward-thinking minds in #WealthManagement, #FinTech, and #Investing to Miami Beach to shape the future of our industry. ???? Andy will be speaking alongside top industry leaders, sharing insights that matter. Whether you're an advisor, investor, or innovator, this is the place to be! ?? Will you be attending? Drop a comment below and let us know! #FutureProof2025 #IndustryLeadership

GOLD Sends Economy Towards Recession, Trillions Erased | Peter Boockvar ??Watch Now: https://lnkd.in/gM374wCn Is the U.S. economy on shaky ground? In this episode of Soar Financially, I sit down with top financial strategist Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, to dissect the current economic landscape. We explore the three fragile pillars holding up the economy, government spending, upper-income consumer strength, and corporate investment, and why each is under pressure. Boockvar also unpacks the risks of a looming recession, the impact of tariffs and trade wars, and why gold has emerged as a key hedge amid global uncertainty. Don’t miss this deep dive into market volatility, investment strategies, and what lies ahead for the U.S. economy. ???? Guest: Peter Boockvar ?? Company: CIO, Bleakley Financial Group ?? https://lnkd.in/g4Wcxt6N ?? @pboockvar

Markets are sliding as trade tensions heat up—how far-reaching will the impact be? Join Andy Schwartz, CFP? & Peter Boockvar for a LIVE Market Update Call on March 12, where they’ll break down the latest market trends, the impact of economic policies, and what could shape the months ahead. ?? Date: March 12 ? Time: 5:30 PM ET ?? Register here: https://lnkd.in/dc5Ri8tP Have questions? Send them in advance to [email protected] and be part of the conversation.