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Jim Lunney, CFP® founded The Wealth Strategies Group under the guiding principle that comprehensive wealth counseling, combined with independent investment advice would provide high net worth clients with confidence in our integrity, competence and execution since 1981.

In 2006, Jim wrote Surviving the Storm: Investment Strategies That Help You Maximize Profit and Control Risk During the Coming Economic Winter. He began tracking the Seven Signs in the mid 1990's and continues to do so every month, where he also created The Seven Signs of a Changing Economy™, a snapshot of the economy applying seven key indicators. This helps him gain a better sense of where we are in the bigger economic cycle, allowing him to make recommendations to reduce risk and volatility in our client portfolio allocations.

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Surviving the Storm - The Seven Signs of a Changing Economy

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