Broker Check


What’s on my mind? Find out here in my blog. Whether it is ideas from the industry or emerging trends, you can read about it here. And, once in a while, I may throw in a book review or some other surprise. So, keep checking in. I'm glad to have you reading along.


Monday, March 19, 2018

We began a series late in December called The 12 Days of Christmas. So today, we will continue the series with a deep dive into Point and Figure charting.


Tuesday, March 13, 2018

Be sure to read today's blog post to stay up to date on the latest market correction.


Thursday, March 8, 2018

Today's blog delves into the variables associated with deciding to buy a home or to rent.


Tuesday, March 6, 2018

The subject of tariffs is all over the news lately due largely to the President’s action to impose them on imports of steel and aluminum. In today's blog post Jim shares some links that shed light on the topic.


Thursday, March 1, 2018

Today's blog returns to our “12 Days” series to discuss supply and demand as well as sector leadership.


Show All

Tuesday, February 27, 2018

Tax planning is a critical factor in financial planning. Learn how to keep taxes from being a roadblock to financial success in today's blog post.


Thursday, February 22, 2018

Today we will turn our attention to aspects of H.R.1 as it impacts retirement plans, businesses, investments, and estates.


Tuesday, February 20, 2018

In light of recent volatility, we want to provide you with a general market overview in today's blog post.


Wednesday, February 14, 2018

For commentary on the macro level regarding interest rates, inflation and volatility, be sure to read today's blog post.


Monday, February 12, 2018

Today's blog post discusses where the shrinking middle class might actually be going along with an update on how socialism is doing in Venezuela.


Thursday, February 8, 2018

To continue in our series about Estate Planning, today I want to talk about your digital legacy. This topic is part of the reason we created our estate organizer in the first place. Ten to twenty years ago when someone passed, all...


Tuesday, February 6, 2018

Today's blog discusses some of the tax law changes for individual income tax returns contained in the new Tax Cuts and Jobs Act (H.R.1) that was signed into law on December 22, 2017.


Thursday, February 1, 2018

Today Jim passes along a potpourri of news, quotes, and commentary that have been posted recently on Mark Perry’s economics blog that he hopes you will find enlightening.


Wednesday, January 24, 2018

Today's blog post is the second in the 12 Days of Christmas monthly series that will provide a more in-depth discussion of tactical analysis and our investment process.


Tuesday, January 23, 2018

Today's blog covers how an investor's biases can greatly affect their investment decisions. Read on to find out several behavioral mistakes that you could be making.


Thursday, January 18, 2018

Today's blog post looks back to examine the markets and how different sectors performed in the year 2017.


Tuesday, January 16, 2018

The new tax law has been generating considerable buzz! And filing season is just around the corner. In today's blog Jim highlights some informational articles about taxes from our website that are geared towards you - the individual.


Thursday, January 11, 2018

Today's estate planning blog post discusses the importance of getting your monthly expenses organized to start the new year off on the right foot!


Tuesday, January 9, 2018

In this week's economic blog post, Jim reminds us that we are able and do "vote with our feet."


Thursday, December 28, 2017

Today begins a series on our blog that will highlight concepts from Dorsey Wright, one of the primary services we subscribe to for information. Read along to find out about market structures and the importance of tactical allocation!


Wednesday, December 27, 2017

To capitalize on the opportunities in the financial markets, an investor should have a systematic investment strategy. Read today's blog post about how our Relative Strength philosophy offers just such a systematic approach to investing.


Wednesday, December 20, 2017

For Jim's economics commentary this month, he highlights some recent posts on Carpe Diem. You are in for some interesting information and a good laugh!


Tuesday, December 19, 2017

Today's blog post is a part of our financial planning series. Read how self-discipline and a solid financial plan paves the road to successfully start paying off debt!


Thursday, December 14, 2017

Jim tackles a hot topic in today's blog post! Have a read for a fresh take on the status of Social Security.


Monday, December 11, 2017

Check out the latest post in our blog series about estate planning!


Thursday, December 7, 2017

For some insight into two indicators we look at to examine the market landscape, check out today's blog post!


Tuesday, December 5, 2017

Read today's blog post, where a picture is worth a thousand words!


Friday, December 1, 2017

While past performance is no guarantee of future performance, by analyzing historical data we can observe the trends of domestic vs. international investments. For a more in depth look at the two, check out today's blog post.


Wednesday, November 29, 2017

Does our free enterprise system still allow for opportunity and income mobility? The evidence is in today's blog post!


Thursday, November 16, 2017

Today's blog post is a part of our series where we have been discussing six roadblocks to building a financial plan. Find out how a lack of financial knowledge may be hindering you from making good financial decisions.


Tuesday, November 14, 2017

We believe estate planning is so important that we have been blogging about how to get your affairs in order. This blog post is all about how to wade through the information associated with one’s physical assets.


Friday, November 10, 2017

Today's blog post is a battle of the IRAs. Read on to see Traditional and Roth IRAs duke it out in eligibility/deductibility, contributions, and distributions!


Tuesday, October 31, 2017

Goals are critical to financial success and are a fundamental part of the financial planning process. Today's blog post is all about how to go about setting your unique financial goals!


Friday, October 27, 2017

What is a bubble and where is the next one? Jim expounds on this in today's blog post!


Tuesday, October 24, 2017

Today's blog post explains one of the relevant charts we follow each trading day!


Friday, October 20, 2017

In today's blog, Jim examines a subject that causes considerable angst for many - international trade.


Wednesday, October 18, 2017

In today's blog post Jim delves into some of the important issues involved in tax reform with the help of a short video from our website!


Monday, October 16, 2017

Today's blog post delves into risk management and how there are options beyond simply weathering the storm!


Wednesday, October 11, 2017

With fall comes a fresh start! With that in mind, today's blog is a quick evaluation of where we stand from a technical perspective using a relative strength chart.


Monday, October 9, 2017

We have written about the importance of estate planning and that we have created a digital guide to aide in that process. Today's blog is all about the first section of our organizer which is all about your personal information!


Friday, October 6, 2017

Looking for your next good read? Jim highly recommends, "The Accidental Superpower" in today's blog post!


Wednesday, October 4, 2017

Ever wonder how large the U.S. economy really is? Jim puts it into perspective in today's blog post!


Monday, October 2, 2017

Read Jim's latest blog to learn about price gouging after natural disasters!


Friday, September 29, 2017

Read Jim's latest blog post about the Fed and tell us what you think!


Wednesday, September 27, 2017

Be sure to read Jim's latest blog post and tell us what you think!


Monday, September 25, 2017

Retirement is too late to plan your financial future. Do you have a plan?


Thursday, September 21, 2017

In my first blog post, I committed to refrain from controversial subjects. So what is with the income inequality title? you say – sounds fairly controversial, right? Read on...


Friday, September 15, 2017

Since identity theft is a “top of mind” concern for virtually everyone, we wanted to pass along some information we have gleaned from the Equifax Cybersecurity Incident.


Wednesday, September 13, 2017

Read our latest blog post to learn how procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.


Monday, September 11, 2017

“Economics is the only field in which two people can share a Nobel Prize for saying opposite things.” - Roberto Alazar. Specifically, Hayek and Myrdal shared one in 1974. Occasionally I will post some economic information,...


Thursday, September 7, 2017

Over the years, I have often discussed our investment philosophy and the tools that we use here at Petra to implement our philosophy. One of the primary sources we use is Dorsey Wright, a firm that specializes in point and figure...


Tuesday, September 5, 2017

We here at Petra do a lot of things. That may sound trite, but with a few clicks around our new website you can see the many services we provide. And, if you sit down with Jim or Jason here at the office, you likely won’t see the...


Wednesday, August 30, 2017

Today I will put on my teaching cap and do a lesson in Math, one that you may not have seen before.


Thursday, August 24, 2017

Today I want to highlight our new, improved website. It was overdue for a makeover and, as of last Friday afternoon, the upgrade went live. We here at Petra Financial all participated in the process, but Kristen did most of the heavy...


Monday, August 21, 2017

Why am I doing this, you ask? I have never been accused of being an accomplished writer like my good friend, Hal McCoy. However, I do have an interest in and flair for teaching, having taught at the junior high, high school and...