James Joseph (Jim) Puplava (born 1950) is an American investment analyst, financial planner and financial podcast host born in

Gary, Indiana Gary ( ) is a city in Lake County, Indiana, United States. The population was 69,093 at the 2020 United States census, 2020 census, making it Indiana's List of municipalities in Indiana, eleventh-most populous city. The city has been historical ...

. He is the founder and president of Financial Sense Wealth Management. He is also chief author and host for the ''Financial Sense Newshour''. His companies manage $500 million for more than 825 clients.

Early life and education

Puplava was raised in Arizona by

Czechoslovakia Czechoslovakia ( ; Czech language, Czech and , ''Česko-Slovensko'') was a landlocked country in Central Europe, created in 1918, when it declared its independence from Austria-Hungary. In 1938, after the Munich Agreement, the Sudetenland beca ...

n immigrant parents. He grew up in a family of 10 children. Puplava graduated ''cum laude'' in

History History is the systematic study of the past, focusing primarily on the Human history, human past. As an academic discipline, it analyses and interprets evidence to construct narratives about what happened and explain why it happened. Some t ...

and

Economics Economics () is a behavioral science that studies the Production (economics), production, distribution (economics), distribution, and Consumption (economics), consumption of goods and services. Economics focuses on the behaviour and interac ...

from

Arizona State University Arizona State University (Arizona State or ASU) is a public university, public research university in Tempe, Arizona, United States. Founded in 1885 as Territorial Normal School by the 13th Arizona Territorial Legislature, the university is o ...

. He then went on to graduate ''summa cum laude'' with a Master's Degree in

Finance Finance refers to monetary resources and to the study and Academic discipline, discipline of money, currency, assets and Liability (financial accounting), liabilities. As a subject of study, is a field of Business administration, Business Admin ...

and

Accounting Accounting, also known as accountancy, is the process of recording and processing information about economic entity, economic entities, such as businesses and corporations. Accounting measures the results of an organization's economic activit ...

from the American Graduate School of International Management (Thunderbird). Puplava is a Certified Financial Planner, Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Annuity Specialist, Accredited Investment Fiduciary, Certified Social Security Specialist, Financial Planning & Wealth Management Professional, Series 7, Series 24, and Series 65 with the

Financial Industry Regulatory Authority The Financial Industry Regulatory Authority (FINRA) is a private American corporation that acts as a self-regulatory organization (SRO) that regulates member brokerage firms and exchange markets. FINRA is the successor to the National Associati ...

(FINRA); and Life, Disability and Variable

Insurance Insurance is a means of protection from financial loss in which, in exchange for a fee, a party agrees to compensate another party in the event of a certain loss, damage, or injury. It is a form of risk management, primarily used to protect ...

licenses. Puplava has been president of Financial Sense Wealth Management since 1985. For twelve years, he held a position as Branch Manager for LPL Financial Services, LLC. In 1996, he incorporated the broker/dealer firm, Financial Sense® Securities, Inc. (PSI) and is its president. He has worked as a financial writer to various publications and acted as a TV business editor. In 1988, Puplava began hosting ''Financial Sense Talk'' radio on various radio stations in

San Diego San Diego ( , ) is a city on the Pacific coast of Southern California, adjacent to the Mexico–United States border. With a population of over 1.4 million, it is the List of United States cities by population, eighth-most populous city in t ...

. He oversees the portfolio management team at Financial Sense Wealth Management and Financial Sense® Securities. He now hosts weekly podcasts and writes commentary for 'financialsense.com'.

Career

Puplava provided financial education with his Financial Sense Newshour podcast. He follows the views of the

Austrian School The Austrian school is a Heterodox economics, heterodox Schools of economic thought, school of economic thought that advocates strict adherence to methodological individualism, the concept that social phenomena result primarily from the motivat ...

of economics and sees an

inflation In economics, inflation is an increase in the average price of goods and services in terms of money. This increase is measured using a price index, typically a consumer price index (CPI). When the general price level rises, each unit of curre ...

ary outcome of current fiscal and financial policies. Still his interview platform Financial Sense Newshour provides a space for guests seconding and opposing his opinion. Puplava currently advocates investment in dividend-paying stocks. He warns about the negative effects of

financial repression Financial repression comprises "policies that result in savers earning returns below the rate of inflation" to allow banks to "provide cheap loans to companies and governments, reducing the burden of repayments." It can be particularly effective a ...

on future bond prices and advocates laddered bond portfolios vs. bond

funds Funding is the act of providing resources to finance a need, program, or project. While this is usually in the form of money, it can also take the form of effort or time from an organization or company. Generally, this word is used when a firm us ...

. He sees

precious metal Precious metals are rare, naturally occurring metallic chemical elements of high Value (economics), economic value. Precious metals, particularly the noble metals, are more corrosion resistant and less reactivity (chemistry), chemically reac ...

s like

gold Gold is a chemical element; it has chemical symbol Au (from Latin ) and atomic number 79. In its pure form, it is a brightness, bright, slightly orange-yellow, dense, soft, malleable, and ductile metal. Chemically, gold is a transition metal ...

silver Silver is a chemical element; it has Symbol (chemistry), symbol Ag () and atomic number 47. A soft, whitish-gray, lustrous transition metal, it exhibits the highest electrical conductivity, thermal conductivity, and reflectivity of any metal. ...

as an insurance protection against a possible inflationary development or even a crash of the

fiat money Fiat money is a type of government-issued currency that is not backed by a precious metal, such as gold or silver, nor by any other tangible asset or commodity. Fiat currency is typically designated by the issuing government to be legal tende ...

system. His news show provides not only a platform for well-known experts seconding his opinion, but he also airs opposing views.

Peak oil

Puplava is an expert on the theory of

peak oil Peak oil is the point when global oil production reaches its maximum rate, after which it will begin to decline irreversibly. The main concern is that global transportation relies heavily on gasoline and diesel. Adoption of electric vehicles ...

and its consequences for the financial landscape, and was a speaker at the ASPO conference in 2008. He has interviewed several peak oil proponents on his radio program, including

Richard Heinberg Richard William Heinberg (b. October 21, 1950) is an American journalist and educator who has written extensively on energy, economic, and ecological issues, including oil depletion. He is the author of 14 books, and presently serves as the senio ...

, Matt Simmons, Jim Kunstler, Robert L. Hirsch and Oxford University's Oliver Inderwildi.

TV roles and appearances

In 1991, Puplava was hired to anchor the nightly segment ''Business Today'' for KUSI TV. He appeared on

ABC News ABC News most commonly refers to: * ABC News (Australia), a national news service of the Australian Broadcasting Corporation * ABC News (United States), a news-gathering and broadcasting division of the American Broadcasting Company ABC News may a ...

Nightline ''Nightline'' (or ''ABC News Nightline'') is ABC News (United States), ABC News' Late night television in the United States, late-night television news program broadcast on American Broadcasting Company, ABC in the United States with a franchis ...

program on November 8, 2007, in a segment called "Sign of the Times" with John Donovan.

Financial Sense Wealth Management

Originally Puplava Financial Services, known today as Financial Sense Wealth Management, began as an investment and money management firm. What started off as a small financial planning service in 1985 has since grown to a full team of portfolio managers and client service managers with the benefit of a broker-dealer arm to service other advisors and representatives, with financial planning at the core of what they do each day. Two of Jim's three sons work with him in a professional capacity. His oldest son, Ryan Puplava, is the CEO of Financial Sense Wealth Management and his second-oldest son, Chris Puplava, is the Chief Investment Officer of Financial Sense Wealth Management.

Kimber Resources proxy battle

Kimber Resources is a

Canadian Canadians () are people identified with the country of Canada. This connection may be residential, legal, historical or cultural. For most Canadians, many (or all) of these connections exist and are collectively the source of their being ''C ...

-based company listed on the

Toronto Stock Exchange The Toronto Stock Exchange (TSX; ) is a stock exchange located in Toronto, Ontario, Canada. It is the List of stock exchanges, 10th largest exchange in the world and the third largest in North America based on market capitalization. Based in th ...

and the

American Stock Exchange NYSE American, formerly known as the American Stock Exchange (AMEX), and more recently as NYSE MKT, is an American stock exchange situated in New York City. AMEX was previously a mutual organization, owned by its members. Until 1953, it was known ...

and is engaged in the development and exploration of mineral properties in

Mexico Mexico, officially the United Mexican States, is a country in North America. It is the northernmost country in Latin America, and borders the United States to the north, and Guatemala and Belize to the southeast; while having maritime boundar ...

, of which the most advanced project is the Monterde gold/silver property. Puplava was elected to Kimber's Board of Directors in May 2004. In September 2006, a press release issued by Kimber Resources reported a disagreement. Puplava, by then a director and significant shareholder, stated his intention to start a proxy battle with the objective of replacing a majority of the Board of Directors and current management. Late October 2006, Puplava agreed to withdraw his threat for a proxy battle when the board of directors agreed to changes in the management team.

Personal life

Puplava and his wife Mary, who also acted as his office manager and webmaster from 1990 to 2018, live in

Poway Poway () is a city in San Diego County, California, United States. Poway's rural roots influenced its motto "The City in the Country". The city had a population of 48,841 as of the 2020 United States census. Poway is part of San Diego's Eas ...

, near

California California () is a U.S. state, state in the Western United States that lies on the West Coast of the United States, Pacific Coast. It borders Oregon to the north, Nevada and Arizona to the east, and shares Mexico–United States border, an ...

, near their three sons. Puplava is a history buff, an avid reader and loves sailing. Puplava has also appeared as a guest speaker for Koinonia House conferences.

Achievements

*2009 — Selected by Goldline Research, as published in ''

Forbes ''Forbes'' () is an American business magazine founded by B. C. Forbes in 1917. It has been owned by the Hong Kong–based investment group Integrated Whale Media Investments since 2014. Its chairman and editor-in-chief is Steve Forbes. The co ...

'', as one of the leading wealth managers of

Southern California Southern California (commonly shortened to SoCal) is a geographic and Cultural area, cultural List of regions of California, region that generally comprises the southern portion of the U.S. state of California. Its densely populated coastal reg ...

for 2009 *2008 — Received a "Five Star Wealth Manager" award after being nominated as one of the San Diego area's best wealth managers, as based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. (As published in the February 2008 issue of ''San Diego Magazine''.) *1992 — Puplava was honored as one of America's top ten financial representatives by ''Registered Representative'' magazine.

References

External links

Financial Sense News Hour, with Jim Puplava

The PFS Group

''Riders on a Storm''
— Essay by Jim Puplava published by ''World Energy Monthly Review'' * — Jim Puplava and Gerald Celente {{DEFAULTSORT:Puplava, Jim Living people American businesspeople Internet radio in the United States American infotainers People from Poway, California American talk radio hosts 1950 births Thunderbird School of Global Management alumni