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Perez Wealth Management

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Miami, FL 33131

Tel: (786) 693-7870
Email: cathy@perezwm.com

 

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BNY Research and Commentary

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Market Commentary

Real Assets: Opportunities and Constraints for Investors

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Investment Insight

The Importance of a Strong Foundation

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

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Asset Allocation

Investing for a Disruptive Future

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

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Economic Insight

How Family Businesses Can Avoid the Wealth Transfer Trap

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

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