What is your required rate of return in order to meet your financial goals?

Required Rate of Return

Asset allocation can be loosely defined as an individual’s exposure to stocks versus bonds. Risk tolerance is the measure of a person’s ability to withstand portfolio volatility and thus plays a direct impact on an individual’s asset allocation. Historically, it has been a common practice to correlate risk tolerance with age, with the general idea […]

2019 – Year End Review

I trust this letter finds you well, and that you are enjoying another fantastic holiday season. Despite the general mood of the population, with regards to how ‘crazy and concerning’ things are in our society today, I’m often reminded of just how good we have it. Sometime in November, I was struggling with a cough […]

A Bigger Can, A Longer Road

As you already know, I refuse to write simply to produce content. I value your time and the last thing you need is another piece of non-significant prose populating your inbox. Despite many of the recent headlines, I find little significance surrounding the inverted yield curve and the short term updates regarding China trade-talks. […]

CNBC – Biotech Stocks

Quint joins with CNBC and Trading Nation to discuss biotech stocks and their potential growth as China approves human trials for coronavirus treatments.

CNBC – Travel Stocks

As the coronavirus continues to spread throughout China, Quint goes on CNBC and Trading Nations to caution against investing in travel stocks until we have a clearer picture of the disease.

CNBC – Lyft vs Uber

With Uber stocks up, Quint sits down with the folks from CNBC and Trading Nation to discuss investing in Uber and Lyft.

CNBC – Investing in Google

With Google stock only 2% from its all time high, Quint discusses wether or not now’s the right time to invest. Quint sits down with the folks from CNBC and Trading Nation to discuss this subject and more.

CNBC – Emerging Markets

Quint discusses the market in the wake of Coronavirus, looking at emerging markets and the volatility index (VIX). Joule clients have long exposure with the emerging markets. Emerging markets flashing buy signal, says Oppenheimer’s Ari Wald from CNBC.

CNBC – Industrial stocks and earnings

With a slew of industrial stocks reporting earnings this week, is it a good idea to buy them ahead of their earnings reports? Quint sits down with the folks from CNBC and Trading Nation to discuss this subject and more. Would not buy industrials ahead of earnings, says investing pro from CNBC.

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You might be a good fit for Joule Financial if you are:

Planning for or in Retirement

You are starting to think about retirement and want to determine an appropriate target retirement age

You are close to retirement and want to make sure you have examined all the proper financial data to ensure your income is secure through retirement such that you will not outlive your resources

You are in retirement and unsure or insecure about your income distribution methods.

A Working Professional

You are a professional starting to pursue financial investments and want to make sure you are considering your 401k, Roth IRA and taxable investments.

With more than 10 working years remaining, you are contemplating a financial and retirement plan and seek a second opinion to help formulate this strategic process.

You have recently left a job and are exploring your options for your previous company retirement plan.

A Small Business Owner

You are seeking an affordable retirement plan solution for your small business.

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