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Man Walking in Fields

Welcome Home!

Links to portals below, help you access your accounts and financial planning strategies 365 days a year.

Also an extensive library of research pieces, white papers, and brochures help guide you, no matter which stage in your financial journey.

Client Portals

Use the Portals for your money below. You can access them at anytime to check on your accounts.

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Client Pieces

Market Commentary

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2026 Market Outlook

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Market Concentration

Markets in Perspective 4th Quarter 2025

Financial Planning

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2026 Retirement
Cheat Sheet

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What We Do for Clients

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From Chaos to Clarity Your Financial Game Plan

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Bucket Bliss Retirement Income Planning

Investment Research

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Asset Allocation Models

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ETFs - An Important Tool for Wealth Management

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Uncovering True Value
in Search of Higher Returns

Scientific Approach
to Investing

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Investing at All-Time Highs

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Why not invest only in US Stocks

Research White Papers

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Quality Investing

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Accruals, Cash Flows, and Operating Profitability in the Cros Section of Returns

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Has Goodwill Accounting Gone Bad?

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Capital Asset Pricing Model
Sharpe, 1964

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Earnings, retained earnings, and book-to-market in the cross section of expected returns

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On the Conjoint Nature of Value and Profitability

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Overpriced Shares, Ill-Advised Acquisitions, and Goodwill Impairment

Five Factor Asset Pricing Model

Estate Planning

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Why Estate Planning Matters

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Estate Planning Document Checklist

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Guide to Trusts for Estate Planning

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Should I leave my assets in trust or outright to my spouse?

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Trust Funding Guide

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Basic Trust Package for Married Couples

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Basic Trust Package for Individuals

Perfetta Brochures

Get a deep dive look into what we do here at Perfetta with these downloadable brochures. Here you will find the legal explanations and descriptions for Perfetta Capital LLC.

Client Agreement

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