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What is the Perennial Income Model?

We literally wrote the book on retirement income maximization and are constantly looking for new and better ways to maximize retirement income for our clients.

The Perennial Income Model is a common sense, goal oriented approach to investment management that is designed to help retirees manage short term income needs as well give them an opportunity to keep up with inflation throughout retirement.

Our Perennial Income Model matches the retiree’s investments with their future income needs.

  • “Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria."
    – John Templeton

  • “Investors should purchase stocks like they purchase groceries – not like they purchase perfume.”
    – Ben Graham

  • “I don’t believe in taking foolish chances, but nothing can be accomplished without taking any chance at all.”
    – Charles Lindbergh

  • “Far more money has been lost by investors preparing for correction, or trying to anticipate corrections, than has been lost in corrections themselves.”
    – Peter Lynch

Latest News From Peterson

The Shrinking Dollar

The Shrinking Dollar

Inflation is a huge risk factor that retirees can’t individually control. For previous generations of retirees, inflation was not much of an issue, because they generally lived for shorter amounts of ...
Rearranging the Deck Chairs on the Titanic

Rearranging the Deck Chairs on the Titanic

The absolute, hands down, single most important determining factor in the success or failure of any investment plan is behavior of the investor himself.  No other determinate—or for that matter all ot...