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Category Archive

Market Compass: Are the markets still ready to crash?

Jay PeroniJuly 18, 2016Uncategorized

Market Crash

Market Compass Update: July 18, 2016: Signal Change Red to Yellow The short-term market indicator (Market Compass) is being upgraded from Red (Crash Warning) to … Read More

Are the Markets Ready to Cash?

Jay PeroniApril 4, 2016Uncategorized

Over the weekend, I was plugging away doing some cycle analysis and found something VERY interesting! My short and long term models are meant to … Read More

Tired of High Fees & Poor Service?

Jay PeroniMay 28, 2015Uncategorized

fees

As you invest, are you treated like a number? Or treated like a valued client?  Every investor wants to be heard and respected, but that … Read More

Why You Should Look for a Registered Investment Advisor

Jay PeroniMay 14, 2015Uncategorized

advisor

Standards matter, especially in wealth management. Who should manage significant wealth? In recent years, more and more high net worth households have found their answer … Read More

Year End Charitable Giving Opportunities

Jay PeroniDecember 16, 2014Uncategorized

An opportunity for you to give & save. As 2014 ends, you may be considering making one or more charitable gifts. In most instances, they … Read More

Why Do Investors Prefer Independent Financial Advisors?

Jay PeroniSeptember 12, 2014Uncategorized

Why People Want Independent Financial Advisors In some cases, “independent” is better. Times have changed – and so have financial advisors. Today, people don’t want … Read More

Do Your Investments Match Your Risk Tolerance?

Jay PeroniMay 23, 2014Uncategorized

Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? When turbulence hits Wall Street, … Read More

Thinking of Selling a Business?

Jay PeroniMay 13, 2014Uncategorized

Preparing to Sell Your Business Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children … Read More

New IRA Rollover Rules Coming Soon

Jay PeroniMay 2, 2014Uncategorized

IRS Announces New IRA Rollover Limitation A tax court ruling raises eyebrows & leads to a decision that may affect you. What was once allowed … Read More

Should You Reduce Risk As You Get Older?

Jay PeroniApril 24, 2014Uncategorized

Should You Reduce Risk Exposure As You Get Older?   A study suggests the “conventional wisdom” may be flawed. If you move away from equities … Read More

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Recent Posts

  • Market Compass: Are the markets still ready to crash?
  • Are the Markets Ready to Cash?
  • Tired of High Fees & Poor Service?
  • Why You Should Look for a Registered Investment Advisor
  • Year End Charitable Giving Opportunities

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