Our Thoughts
Dow 30,000….Yawn
The Dow is 50 points shy of breaching 30,000. When I entered the business, the Dow was crossing 10,000 for the first time and they handed out hats on the floor of the exchange. Hats! The mood was euphoric, the dot com bubble was raging and people couldn’t get...
Now What??
It was sometime around 2010 or 2011 when I wasted over two hours listening to a presentation by a famous economist / money manager expounding on all the reasons the US dollar was on the verge of cratering, fiat currency as we knew it was about to be worthless, gold...
Should I Sell Everything?
Not a single day goes by where I am not asked the question, ‘Should I sell everything into the election? I am hearing things will crash.’ The irony is, it is about half and half with respect to which candidate will win. For example, I have a large group of folks...
What We Do
Comprehensive Planning
Comprehensive Planning Starting with an End in Mind What is the rate of return you need to achieve so that you will not run out of money? It’s a simple question. It may be the most important question. But most can’t answer it. It is only after you determine...
Investment Management
Classic Investment for Today’s Money The market can be irrational and volatile. Long-term investment strategies rely on analysis and corporate valuation, but they often cannot take two fundamental factors into account: fear and greed. We are not afraid of the word...
Wealth Development
Joule Financial is very excited to be offering a wealth development program in conjunction with our #1 podcast DIY Money. Stay tuned for more information on this innovative program
Newsletter
One of the best ways to learn more about Joule Financial is to join our free e-mail list. Periodically we will send out an e-mail newsletter for you to learn more about what we’re thinking or doing for client portfolios. We will never sell your information nor solicit you through this e-mail. It is for informational purposes only.