Perspective Wealth Planning

Perspective Wealth Planning Financial Planning Johnstown PA - Financial Advisor Johnstown PA

Our firm is built upon three pillars: Active Asset Management, Financial Planning, and Outstanding Customer Service. We have an in-house Active Asset Management philosophy, which allows us to assist you through ever-changing market conditions every step of the way. Our 60+ years of combined financial planning expertise gives us the ability to deliver a customized plan for your future. Your custome

r service experience revolves around constant communication: weekly market updates, quarterly reviews, and consistent updates to your personalized financial plan.

05/28/2026

In today’s video, we take a closer look at a sector of the market that may be flying under the radar — financial stocks, with a focus on Goldman Sachs. We break down the stock chart, recent price action, and key technical levels while discussing what strength in financials could mean for the broader market moving forward.

05/26/2026

In this video, we revisit the 10-year Treasury yield following its recent false breakout. We break down the latest price action, explain why the pullback could act as a tailwind for the stock market, and share our expectations and key levels to watch moving forward.

05/20/2026

In this video, we break down the recent uptick in inflation by focusing beyond energy and gas prices and dialing in on food — specifically wheat. We analyze a 10-year wheat chart, review key price action and major levels, and discuss what these moves could mean for inflation and the broader economy moving forward.

05/15/2026

Last night, the 10-Year Treasury yield broke above a key level we’ve been watching closely. In this video, we break down the chart, analyze the recent price action, and discuss why this move is so important for the broader market and what it could mean moving forward.

05/13/2026

As semiconductors continue to surge from the ongoing AI expansion, today we shift our focus over to copper. Copper has quietly remained in a strong uptrend and has now officially broken out to new all time highs. In this video, we break down the chart, recent price action, and the key technical levels we are watching moving forward as AI infrastructure demand, electrification, and global supply constraints continue to drive momentum in the copper market.

05/08/2026

In this video we analyze Apple stock ($AAPL) after its recent move to new all-time highs. We break down the chart, review prior price action, highlight key levels to watch, and discuss our outlook moving forward.

05/07/2026

In this video, we discuss the S&P 500 making a new all-time high on April 15th and take a closer look at the Equal Weight S&P 500 Index. Unlike the traditional index, which is heavily influenced by the top 7–8 companies making up roughly 35% of the weighting, the equal weight version gives every company the same importance. We break down the chart, price action, and what this broader view tells us about how the overall market is truly performing beneath the surface.

04/30/2026

In today’s video, we take a closer look at Caterpillar (CAT) following its strong post-earnings rally. We break down the recent price action, analyze the chart, and highlight key levels to watch moving forward.

04/27/2026

In this video, we break down the latest consumer sentiment report to gauge how Americans are feeling about the economy. For the first time ever, we’re seeing a major disconnect—stock markets hitting all-time highs while consumer confidence sits at record lows. We dive into what’s driving this divergence, what it could mean for the broader market, and what to watch moving forward.

04/23/2026

In this video, we break down the explosive price action in Avis stock, highlighting the recent short squeeze and what drove the massive move. We also share our analysis and outlook on where the stock could be headed next.

04/22/2026

In this video, we break down Steel Dynamics and take a broader look at steel stocks. We analyze recent price action and highlight key levels to watch moving forward.

Address

999 Eisenhower Boulevard Ste D2
Johnstown, PA
15904

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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