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.
Follow along in today's blog to continue the discussion from last week's post regarding income inequality as told by the 2017 Census Bureau Report.Read More
The next Big Scary Thing is always around the corner and the financial news industry will always highlight any potential bump in the road. In today's blog Jim reminds us why professionally built portfolios are not affected by headlines.Read More
Today's blog post poses some questions to help you overcome procrastination regarding financial planning.Read More
For commentary on the macro level regarding interest rates, inflation and volatility, be sure to read today's blog post.Read More
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!Read More
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!Read More
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...Read More