Petra Financial Solutions, Inc.

07/04/2020

“I believe in America because we have great dreams, and because we have the opportunity to make those dreams come true." -Wendell Willkie. Petra Financial Solutions wishes you and yours a very Happy Independence Day!

02/27/2020

Be sure to read today's blog to find out Jim's view on the latest serious issue of global importance.

It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it’s in Italy and...

02/05/2020

There is an old market adage, "as January goes, so goes the year." In today's blog post, Jim provides some data to get a better picture of how that has, or has not, played out historically.

After Friday’s stock market close, the month of January is in the books. The S&P 500 was up 2.82% for the month (through 1/22), and even after...

01/31/2020

Women spend, on average, more years in retirement than men. Let’s plan for the difference with an individualized plan. Call 937-294-9000 for a consultation. 📞

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

01/27/2020

Check out this Monday motivation to keep your happiness in the here and now.

01/24/2020

Very few of us plan for the possibility of medical debt due to illness or injury. But in the unfortunate event that you or a loved one are faced with that prospect, our January Newsletter discusses the “dos and don’ts” of paying medical bills.

Newsletter Our Newsletter includes stories and articles all about a wide variety of non-financial topics because we understand that in a well-rounded life, finances are just a slice of the pie.  If you are interested in receiving our monthly publications directly, please subscribe. Name Email Addre...

01/22/2020

Last week week in Part I, we began a discussion of why we use a tactical sleeve in our management of client portfolios. We discussed bull and bear markets and the supply/demand factors that affect asset prices. Today we will wrap up...

Last week in the blog, we began a discussion of why we use a tactical sleeve in our management of client portfolios. Today we will wrap up with Par

01/20/2020

What’s the deal with your yearly free credit report? 🤔

What’s the deal with your yearly free credit report?

01/17/2020

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.