Bluerock Wealth Management LLC

08/26/2026

🐾 Happy National Dog Day! 🐾
Today, we're celebrating Bluerock's best friends, chief happiness officers, professional ball chasers, and occasional work-from-home supervisors (and we couldn't forget about our honorary feline friends). 🐱
Scroll through to meet the adorable faces that keep our team smiling both in and out of the office! 🐶

08/24/2026

💡As promised, we're continuing our estate planning series with a closer look at state-level estate taxes. While federal estate tax rules receive most of the attention, certain states can create unexpected planning challenges many families don’t even realize are issues until it’s too late. Check out our latest article which includes many planning strategies you can consider adding as part of your tax and estate planning:

08/21/2026

We recently had the opportunity to volunteer with Meals by Grace and experience their mission firsthand.

As a proud supporter of their organization, it was especially meaningful for our team to spend time serving alongside the people who work every day to provide meals and support to local children and families facing hunger.

Thank you, Meals by Grace, for welcoming us and allowing us to be part of your incredible work. We are grateful for the opportunity to contribute in a new way and to support an organization that is making a lasting impact in our community. 💙

08/14/2026

🎓 Headed back to college? If your child is 18 or older, it's the perfect time to review more than just class schedules and campus housing.
Important topics like healthcare access, financial permissions, credit awareness, and legal documents can help ensure a smoother transition into adulthood.
Learn more in our latest article:

Your Child Just Turned 18 – Now What? A Parent’s Guide to the Financial, Legal, and Practical Transition to Adulthood By Julie Price, CPA* One day you’re signing permission slips, scheduling doctor’s appointments, and helping with homework. The next, your child turns 18 and becomes a legal a...

08/10/2026

Estate planning is not just about today, it's about preserving opportunities for the future. A simple Form 706 filing could help a surviving spouse retain valuable estate tax benefits and potentially avoid millions in future taxes. 📖 Learn why portability deserves a closer look in our latest article:

Estate Tax & Portability: How a Form 706 Filing May Save Your Family Millions By Meredith Pender, CPA* For many affluent families, it is easy to assume federal estate taxes are unlikely to ever become an issue. Under current law (2026), the federal estate tax exemption is $15 million per person, ind...

07/20/2026

💡Direct indexing is gaining attention as a way to combine broad market exposure with enhanced tax-planning opportunities. By owning the underlying stocks of an index, investors may be able to harvest losses, customize holdings, and potentially improve after-tax returns over time.

Our latest article explains how this strategy fits into a thoughtful, long-term wealth management plan: https://bluerockwealth.com/blogs/perspectives/direct-indexing-prudent-investment-strategy-with-tax-benefits

07/06/2026

📈 The past century of market history offers a powerful reminder that long-term investing is built on discipline, not prediction. This mid-year review highlights how innovation, diversification, and patience have consistently rewarded investors - even through wars, recessions, bubbles, and technological revolutions.

📊 It also reveals surprising insights about where market returns actually come from, and why concentrated bets often miss the real wealth creators. A great read for anyone looking to strengthen their long-term strategy and stay focused amid today’s uncertainty.💡

https://bluerockwealth.com/blogs/perspectives/mid-year-market-review-actually-a-little-longer-one-hundred-years-of-stock-market-history-what-investors-should-actually-learn

07/04/2026

Happy Independence Day! 🇺🇸

Celebrating 250 years since the founding of our nation this Fourth of July – Happy Birthday America! 🎂

Here’s to a day of connection, reflection, and simple summer moments with the people who matter most. Wishing everyone a safe, happy, and meaningful holiday ✨🎆

06/21/2026

Happy Father’s Day! 🦸‍♂️
Just like a true comic book legend, they show strength, wisdom, and unwavering support when it matters most. We wish you a day filled with appreciation for the important role fathers and father figures play every day. 💥

06/18/2026