Posts tagged with investments

Why a Financial Advisor admits, “I Just Walked Away From a Cushy Six-Figure Job With a National Brokerage Firm.”

August 19th, 2009

Mt Pleasant, S.C. – In the midst of one of the greatest market rallies since 1930 and with 10%+ unemployment, one man walked away from his “cushy” six figure career with a national brokerage firm. The man, Jay Peroni author of two books and Certified Financial Planner, claims he’s found a better way to serve clients than what is being pushed and marketed by Wall Street.

Mr. Peroni has just opened the doors to a new financial services firm, Values First Advisors with an office in Mt Pleasant SC, a suburb of Charleston. The new firm specializes in investing according to a client’s values and faith. And the results are impressive. Since January of this year the “Faith-Based Portfolio” Mr. Peroni assembled has returned a remarkable 35.5% against the respectable, but far less, 9.43% of the S&P 500 over the same time period.

When asked how a small upstart firm can possibly benefit investors, he responded by pointing out the following: “Yes we are small and we might not have the resources of a huge firm, but we can access that type of research, and more, very easily while taking care of investors with a very personal and “Faith-based” approach that no big firm can, or would, ever do.”

Jay Peroni, renowned Certified Financial Planner and author of The Faith Based Millionaire and The Faith Based Investor, has become the globe’s resident authority on the subject of “Faith-Based Investing”. Jay and his firm, Values First Advisors, go beyond just profit and “socially responsible” investing to find investing solutions that are both profitable and in-line with the values of his clients. They have offices in Mt Pleasant, S.C., Abingdon, VA., and Johnson City, TN.

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Media Contact:
Jay Peroni, CFP
1-877-VF-Advisor (1-877-832-3847)
info@valuesfirstadvisors.com
www.ValuesFirstAdvisors.com

New Financial Services Firm Launches… With a Twist

August 19th, 2009

Mt Pleasant S.C. – Amid mounting consumer dissatisfaction with big Wall Street brokerage firms, a new financial services firm is offering consumers an alternative. The alternative? Let your values guide your investing.

Mr. Peroni has just opened the doors to a new financial services firm, Values First Advisors with an office in Mt Pleasant SC, a suburb of Charleston. The new firm specializes in investing according to a client’s values and faith. And the results are impressive. Since January of this year the “Faith-Based Portfolio” Mr. Peroni assembled has returned a remarkable 35.5% against the respectable, but far less, 9.43% of the S&P 500 over the same time period.

When asked how a small upstart firm can possibly benefit investors, he responded by pointing out the following: “Yes we are small and we might not have the resources of a huge firm, but we can access that type of research, and more, very easily while taking care of investors with a very personal and “Faith-based” approach that no big firm can, or would, ever do.”

Jay Peroni, renowned Certified Financial Planner and author of The Faith Based Millionaire and The Faith Based Investor, has become the globe’s resident authority on the subject of “Faith-Based Investing”. Jay and his firm, Values First Advisors, go beyond just profit and “socially responsible” investing to find investing solutions that are both profitable and in-line with the values of his clients. They have offices in Mt Pleasant, S.C., Abingdon, VA., and Johnson City, TN.

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Media Contact:
Jay Peroni, CFP
1-877-VF-Advisor (1-877-832-3847)
info@valuesfirstadvisors.com
www.ValuesFirstAdvisors.com

Frank Bluestein Garden Secrets To Hit The Internet

July 30th, 2009

Garden enthusiasts relish the new lawn care secrets of horticulturist Frank Bluestein

Gary, In – Green thumb enthusiasts will be interested to know that popular columnist, Frank Bluestein, will be releasing a garden care web site with money saving tips. Fans of, “Green Pastures” will be able to logon the new site coming out in September. The web site is promising videos and something that Bluestein calls, lawn cocktails.

The summer months can be brutal on the lawn and can lead to deterioration. Yellow, rough, and patchy grass is the results of exposure to the hot summer sun and grubs. This can leave the lawn looking uncared for and neglected even if it receives proper moisture. In particular the larvae from the Gypsy Moth can take on a horrendous attack on the lawn. Most people do not know how to take care of this infectious problem.

“One way to eliminate this problem is to use the lawn cocktail. The one I talk about in my column works very well. You take a spray bottle and put in Palmolive, ammonia, Kayo syrup, lawn food and beer of all things and then you feed it through the nozzle. Spray this throughout your yard and in about two to three weeks you will see a return of healthy green grass. If you got yellow grass and beetles then you need to do a little investigation and make an investment in your lawn.” Says Frank Bluestein.

“This sounds like a far out thing but your grass is going to love it! We first started doing this about 30+ years ago and I heard about it first from a retired baseball coach in St. Louis.  You must make sure you put in equal parts into the mixture and not get any of this stuff on your hands because it tends to smell. This is the kind of stuff we will be featuring on the site along with video tutorials. I’m excited about the project.”

Horticulture is one of Frank Bluestein’s biggest passions. In 1993, Frank and his lawn care crew restored a large infested field that had weeds, crabgrass and the notorious Gypsy moth beetles. Helping golf course is another one of Franks big passions when he isn’t playing Blues music.

The web site is scheduled to be completed sometime in September.

“We plan on having information on there on how to – winterize – your lawn and how to protect it throughout the cold winter months.”

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Bennett Coleman picks stake in Lavasa Corporation

July 18th, 2009

Bennett, Coleman & Co. Ltd. (BCCL) has acquired a stake in Lavasa Corporation Ltd., a subsidiary of Hindustan Construction Company Real Estate Ltd, India’s leading construction and infrastructure company.

The investment is the result of the efforts by Times Private Treaties, the innovative venture from the Bennett, Coleman & Co. Ltd. (BCCL) Group, which already has investments in more than 200 companies across various sectors. The Times Private Treaties business model eases the cash flow of a company so that resources set aside for brand development activities can be used toward business growth & expansion.

Lavasa is a complete new hill city being built across 12,500 acres, nestled amidst the majesty of the Sahyadri Mountains. Some distance from Mumbai and Pune, this new city embodies the spirit of human nature to aspire to a holistic life. The town is eco-friendly, based on the principles of New Urbanism and set amidst 7 hills and 60 kms of lake front.

Planned for a population of only 1.5 lakh permanent residents with an estimated tourist inflow of 20 lakh per annum, Lavasa is developing fast, with the first town slated to be ready in 2010.

The residents of Lavasa can access state-of-the-art modern amenities while enjoying the tranquility of wide-open expanses and a scenic natural waterfront.

A self-contained world, Lavasa offers its residents and visitors a spectacular array of business, educational, recreational and rejuvenation opportunities.

“Lavasa is in line with the concept of large scale urban development, specifically catering to special needs of the new economy. Fully integrated township complexes offer a comprehensive modern city infrastructure, encompassing basic amenities, social infrastructure, educational institutions, health care facilities, hospitality and shopping & entertainment options. These townships also set benchmarks in ecological urbanism. In addition, we see significant contribution to the economy and employment arising from such largescale projects. While Times Private Treaties has consistently made risk sharing investments in different formats of enterprise development, Lavasa will be an important addition to the portfolio, given the size and scale of the project.” said Karthik Reddy, Vice President, Times Private Treaties.  The Times Private Treaties business model is designed to share risk, accelerate growth and create value for the brand in the long term.

The Lavasa township is being designed and constructed by architects and contractors of international standing and supported by various experts in the fields of planning, construction, transportation, utility, environment and other infrastructure of the township.

The master plan of Lavasa (approx 12,500 acres) is developed by internationally renowned design consultant HOK, USA and is a recipient of many international awards. It is based on the principles of new urbanism that brings together all the components essential to daily life in a more organized manner thus creating spaces within walking distance from each other. It has many firsts to its credit – technology leadership, e governance, the first Indian city developed using Geographical Information System (GIS) , use of bio-mimicry as a science for planning and using innovative techniques like hydro seeding in environment management.

Lavasa aims to provide a perfect work – life balance with a unique combination of technology and infrastructure advancements. It also offers a diversity of work possibilities designed to appeal to the IT and biotech industry, KPOs and R&D companies, as well as the world of art, fashion and animation.

A complement of global leaders in Hospitality (Accor, ITC), Health and Wellness (Apollo Hospitals) and Education (Said Business School, Oxford University, Ecole Hoteliere de Lausanne – Switzerland, GDST – UK, International Business Relations (IBR) – Germany, NSHM Knowledge Park – Kolkatta, Symbiosis, Christ University – Bangalore, Christel House) have already been tied up. SpaceWorld, a 65-acre edutainment park powered by technology from USSRC and NASA, will offer a space-like experience to visitors, and will be operational by the 2010.

Lavasa is planned for a permanent population of 2 lakh residents and a tourist inflow envisaged at 20 lakh per annum. The first town Dasve is slated to be ready by 2010. Lavasa is a prime offering from HCC, with a level of city infrastructure yet to be experienced in India, thus setting a new benchmark in planning, construction and service delivery.

Relief is at Hand for Investors Through Professional Asset Preservation Advice Available at Financialadviser4U.com

March 26th, 2009

FOR IMMEDIATE RELEASE
For more information, contact:
Randi Thompson
1-828-697-4274
blubays@yahoo.com

http://financialadviser4U.com

Asheville, N.C., March 3, 2009 — Today’s uncertain economic times has everyone worried about their personal finances, but a quick visit to financialadviser4U.com can put individuals’ worries to rest.

The reason visitors to the site can put their financial anxiety behind them is because of the opportunity financialadviser4U.com provides for consultation with highly qualified and ranked financial advisors who can help them prepare their financial planning and investments.

The site offers a free 30-minute consultation to help with financial planning and advice in several areas that include:

  • Financial Portfolios
  • Stock Market and Investments
  • Retirement and Planning
  • Site founder Randi Thompson said everyone is concerned about their investments these days and are uncertain where to look for help. But he promises that financialadviser4U.com can provide anyone with the advice they need, regardless of their investment experiences.

    “During this time of financial crises many people are feeling lost and afraid,” Thompson said. “They are losing their investments and the securities that they were counting on for their futures.”

    Thompson said that recent financial losses and the constant barrage of bad economic news has left many wondering if there is any way out. They don’t know who to turn to during these difficult times for professional investing advice.

    “There are people who are making money during this crisis, though,” Thompson said. “And while they are hard to find, our highly rated financial advisors are making money for their clients now.”

    Thompson said he created the site to let everyday investors know there is hope in the current financial crisis. He wants individuals to realize there is a way out, especially when they know where to turn for advice about making sure their investments and retirement plans will continue to prosper.

    Offering a testimonial about the site’s services, Terry Jones describes how finding his financial advisor, which he found through financialadviser4U.com, was the key to stabilizing and re-growing his assets. “I was lucky to have found them when I did,” Jones said, “because their advice and help really saved my investments.”

    Jones continued, “I now know there is always an opportunity in the investment world. Even if the market is unstable, there is always money to be made. I’m happy to have found that I can be be one of those who is making money during a time when most people are not.”

    11th Annual Alternative Investing Summit Returns to Laguna Niguel, CA

    November 20th, 2008

    NEW YORK – November 20, 2008 – Opal Financial Group will be hosting the 2008 Alternative Investing Summit, December 7-9, 2008 at the Ritz Carlton, Laguna Niguel, CA.

    The 2008 Alternative Investing Summit will attract investors from numerous public and corporate pension funds, family offices and foundations seeking to maximize their returns using alternative investments, while maintaining proper asset allocation in their plan portfolios. The Summit will also appeal to money managers looking to expand their alternative investing opportunities and strategies in an educational and networking-rich environment.

    “The Alternative Investing Summit is meant to educate attendees of the many effects of the marketplace today, such as the implications of the convergence between private equity and hedge funds. We are also focused on defining opportunities and trends in such sectors as private equity, distressed investing and the increasing popularity of alternatives,” said Opal Financial Group’s CEO, Abe Wellington. (Focus Point Press – Emerging Manager Focus, Monday, November 3, 2008)

    Opal Financial Group produces high-profile educational conferences for the institutional investing and high net worth communities and individuals around the globe. Since its inception in 1998, Opal Financial Group has been dedicated to creating events that bring together industry leaders for the meaningful exchange of information and heightened networking opportunities. To inquire more, please visit us on the web at www.opalgroup.net.