Blair Perry - Inventa Wealth Advisors

Blair Perry - Inventa Wealth Advisors

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Blair Perry - Private Wealth Advisor - Inventa Wealth Advisor
CFP®, CDFA®, APMA™ If it involves competition, chances are good that Blair will participate.

Monthly Market Insights | June 2026 06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

From Business Owner to Investor: Building a Portfolio After Your Exit 06/05/2026

After selling your business, managing sudden liquidity requires new strategies. This guide covers tax planning, income needs, portfolio construction, avoiding hasty decisions, and building a sustainable retirement plan.

From Business Owner to Investor: Building a Portfolio After Your Exit Selling your business brings major financial changes. Learn smart ways to invest the proceeds: tax strategies, income planning, portfolio diversification, healthcare considerations, and how to avoid common post-exit mistakes for long-term retirement success.

Should You Keep the House in a Divorce? A Financial Advisor's Framework 06/03/2026

Deciding whether to keep the house in a divorce is emotionally charged but requires clear financial analysis. This framework covers mortgage qualification, true ownership costs, trade-offs with retirement assets, tax implications, and when

Should You Keep the House in a Divorce? A Financial Advisor's Framework Wondering whether to keep the house in a divorce? This guide provides a financial framework to evaluate mortgage affordability, ongoing costs, trade-offs with retirement assets, capital gains taxes, and when selling the home is the smarter financial decision after divorce.

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