Because wealth is not reserved for the privileged elite...
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The Penn Wealth Report, Vol. 11, Issue 01...
In the latest issue of The Penn Wealth Report we provide readers with our outlook for the markets and the economy in 2023. We have listed some of the stories in the issue below... From the Editor After an abysmal year in the markets, will we see a nice rebound in the year ahead? The Economy of the 1970s It was a decade marked by inflation, prolonged gas lines, a flat market, and a general sense of malaise; are we doomed to repeat it? 2023 Market Outlook and Tactical Asset Allocation The Fed will end its rate hike cycle early in the year, the US economy will begin a new expansion phase, and sentiment will be more upbeat US Breakthrough in Nuclear Fusion Nuclear fusion, which produces none of the radioactive waste of fission, holds great promise for the field of energy generation—and the US is leading the way Ten Stocks to Buy for 2023 An eclectic group of ten companies poised for explosive growth in the year ahead Looking for Yield? Check Out This Gem Income investors are starved for yield while equity investors want a buffer of safety; this strategy may offer a solution to both camps All of this and more in your latest issue of The Penn Wealth Report! |
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Most recent additions to Members-only pages or Penn Wealth Report links (select the respective link)...
(07 Jun 2023) Liquidity Analysis: Updated the Emergency Reserve Fund page with info on how to enter data in your PFW
(19 May 2023) Under the Radar: An interesting take on a diversified REIT: We will own the properties, you can worry about managing them
(09 May 2023) Financial Terms & Concepts: Added a definition of downside capture ratio...
(20 Apr 2023) Trading Desk: We closed our Disney position in the Penn Global Leaders Club...
(28 Mar 2023) Trading Desk: The new and used auto markets are somewhat in shambles; that is good news for this new addition to the GLC...
(18 Mar 2023) Under the Radar: In the wake of the regional banking carnage, we added a super-regional gem...
(05 Jul 2022) Financial Planning: Placed a new page, Liquid & Qualified Term, in the Financial Planning section...
(13 Jan 2023) Under the Radar: Reviewed a micro-cap Norwegian engineering firm with solid financials and a 7.33% dividend yield...
(06 Jan 2023) Trading Desk: We are bullish on gold in 2023; we just picked up our favorite international miner in the space...
(01 Jan 2023) The Penn Wealth Report: A new issue is available!..
(19 May 2023) Under the Radar: An interesting take on a diversified REIT: We will own the properties, you can worry about managing them
(09 May 2023) Financial Terms & Concepts: Added a definition of downside capture ratio...
(20 Apr 2023) Trading Desk: We closed our Disney position in the Penn Global Leaders Club...
(28 Mar 2023) Trading Desk: The new and used auto markets are somewhat in shambles; that is good news for this new addition to the GLC...
(18 Mar 2023) Under the Radar: In the wake of the regional banking carnage, we added a super-regional gem...
(05 Jul 2022) Financial Planning: Placed a new page, Liquid & Qualified Term, in the Financial Planning section...
(13 Jan 2023) Under the Radar: Reviewed a micro-cap Norwegian engineering firm with solid financials and a 7.33% dividend yield...
(06 Jan 2023) Trading Desk: We are bullish on gold in 2023; we just picked up our favorite international miner in the space...
(01 Jan 2023) The Penn Wealth Report: A new issue is available!..
*Ongoing Members-only page reminder: One of the most critical steps in building wealth and protecting your portfolio is to maintain a proper asset allocation based on your own risk number. We update these allocations quarterly, looking at market, economic, and geopolitical conditions. So, with your own personal risk number in hand, visit our Tactical Asset Allocation page and sign in. (Always consult your investment professional before deciding on an allocation, as your unique situation may affect how you should be allocated.)
Create Wealth, Enjoy the Journey...
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
The Penn Wealth Report is designed to help you build a life filled with wealth, success, and happiness. Our goal at Penn Wealth is to help you create wealth, but this alone does not bring happiness and success. Rather, money is one of six pillars which support our lives and define who we are:
It takes only one of these pillars being out of whack to have a devastating effect on our lives. For many of us, sadly, most are lacking. We attribute our shortcomings to any number of different factors, never realizing the high level of control we have over each. On the other hand, if we learn to master these six pillars we can absolutely transform the quality of our lives, no matter our age, economic status, or circumstances. We will teach you the simple techniques needed for mastery over self. |
Strategic VisionDesigning the Blueprint:
Your Intuitive/Intellectual Self Strategy keeps a pilot's ship on course. |
This pillar represents your intuitive/intellectual self. Imagining your future in your mind, designing the blueprint to get there, and then acting with a steely determination to carry out your plans, irrespective of outside forces. Have you ever noticed how some people are able to make massive strides in life, adroitly handling challenge after challenge? They are no different from you, they have simply defined where they want to go in life and are constantly honing their skills—which is what you will learn to do as well.
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Command & ControlDeveloping the Mind & Body: Your Internal Self (Physical/Emotional Self Control)
Between the conception and the creation, between the emotion and the response, lies the shadow. |
This is where it either falls into place or falls apart for the majority of Americans. If you master this pillar, you can make your dreams come true with remarkable efficiency. This is the realm in which your habits—both good and bad—reside. It is the reason some people are able to achieve incredible success in their lives, while others flounder, despite their apparent advantages. Don't take this pillar lightly. Embrace it. Learn the techniques others have used throughout history to achieve great things. Vow to excel here, and you will be amazed at the wonders that await you on the path ahead.
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Harvesting WealthCreating & Defending Multiple Streams of Income: Your Professional Self
Pursue one great, decisive aim with force and determination. |
This pillar represents your professional self. It should be your passion in life—the profession you have chosen because it energizes you. It should not be a job you loathe but trudge to each day because you need the money. Sure, most of us have to do work we don't like until we can follow our passion, but the sooner you determine what you really want from life, the quicker you can exit the grind and follow your dream. Follow your dream, pursue your passion, and the money will most certainly come.
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Tactical AwarenessUsing the External Environment to Gain Advantage: Your Social Self
Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly and one by one. |
We don't live our lives in a vacuum. In fact, quite the opposite. Virtually every part of our day is affected by forces outside of our control. From news stories designed to elicit an emotional response, to constant interaction with others, we are pushed, pulled, and prodded like a pinball in a machine. But what if we looked at our external environment with a different perspective? What if we took what is happening in the world around us and used it to our advantage, using critical thought and rejecting the herd mentality? Tactical Awareness is about thinking differently; taking the path less traveled.
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Investment IntelMastering the World of Money: Your Financial Self
The intelligent investor is one who sells to optimists and buys from pessimists. |
After several decades in the arena of professional money management, we have worked with all types of clients and through all points of the economic cycle. We have seen irrational exuberance warp intelligent minds during peak periods, and extreme fear grip investors during market troughs. Investment intelligence means ignoring the emotions-based actions of the masses and, quite often, doing what feels uncomfortable. Proper asset allocation and risk management are fundamental to efficient wealth creation. At Penn Wealth, you will have an investment portfolio that is uniquely your own.
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The JourneyLiving with Divine Happiness: Your Spiritual Self
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
With the realization that we are spiritual beings on a human journey, and that this is but a tiny little fraction of our trek, everything in the physical world is put in perspective. The things we worry about on a daily basis, when viewed with this clarity, become virtually nonexistent. We were placed here, in this time and in this body, for the sole purpose of growing spiritually. Every action we take in life can either move us forward, or inhibit our growth. Understanding our purpose on this part of the journey will help keep us focused on what is truly important, and allow us to live with Divine happiness.
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We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.
We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.
Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.
Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:
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- Express any concern you have about our use of your data.
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.
While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.
If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (913) 538-7174 or via email at member.services@pennwealth.com.