Jay R. Penney, CFA CFP

(2011_07_28) The Muddy Middle

admin — Thu, 28 Jul 2011 22:15:40 +0000

The equity marklets have been “range-bound”, stuck in a channel that seems to reverse course at relatively consistent “highs” and “lows”. This is setting up to be a year like 2010, when all of the year’s gains were acheived in the final quarter. Read on…

(2011_07_28) The Muddy Middle

(2011_05_06) Partying Like It’s 1999

admin — Fri, 06 May 2011 22:00:35 +0000

The recent upsurge in the equity markets leaves me suspect of it’s sustainability. I believe the bulls are, as “the artist formerly known as Prince” once crooned, Partying Like it’s 1999, and they may find themselves facing a storm this summer. Read why I remain unconvinced the celebration is justified.

(2011_05_06) Partying Like It’s 1999

(2011_01_22) A Year in Review

admin — Sat, 22 Jan 2011 21:59:19 +0000

2010 provided investors a roller coaster ride that once again confirmed the prudence of a tactical and defensive strategy. Click below to read a full review of 2010:

(2011_01_22) 2010 A Year In Review

(2010_12_31) The Truth About Government Spending

admin — Fri, 31 Dec 2010 21:53:26 +0000

Much is said about government spending and taxes, but the facts might surprise you! Please click below to read my latest Special Report.

(2010_12_31) Special Report – Truth about Government Spending, Debt, and Taxes

(2010_08_06) Mid-Summer’s Update

admin — Tue, 23 Nov 2010 07:38:29 +0000

Please click below to review our current thoughts on the economy and the stock market.

(2010_08_06) A Special Report – Mid-Summer’s Update

(2010_05_06) A Special Report-Managing Expectations

admin — Thu, 20 May 2010 02:51:13 +0000

Please click below to review our current thoughts on the economy and the stock market.

(2010_05_06) A Special_Report Managing Expectations

(2010_04_05) Special Report-What’s Right With America-Court Call

admin — Thu, 20 May 2010 02:47:24 +0000

I hope you enjoy this profile of a wonderful American success story. Please click below:

(2010_04_05) What’s Right with America-Court Call

(2010_02_19) Special Report-What’s Right With America-The Billings

admin — Fri, 19 Feb 2010 16:35:49 +0000

Please click below to find a wonderful profile of Noah & Marie Billings:

(2010_02_19) Special Report-What’s Right With America-The Billings

(2010_01_22) Special Report-Bubbles & Trouble-Sander Profile

admin — Fri, 22 Jan 2010 16:32:38 +0000

Please click below to read my thoughts about the 2010 markets as well as a wonderful profile of Jack & Jeanne Sander:

(2010_01_22) Special Report-Bubbles and Trouble-Sander Profile

(2009_12_24) Special Report-Year in Transition & Griffiths Profile

admin — Thu, 24 Dec 2009 16:30:31 +0000

Please click below to read my thoughts on 2009 and read a terrific profile of Harlyn & Dorothy Griffiths:

(2009_12_24) Special Report-2009 Year in Transition-Griffiths Profile