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

What’s Your Risk Temperament?

Risk Defined When talking about risk, investors commonly use the idea of risk and volatility interchangeably. However, this might not be the best idea. Traditionally, volatility is understood as the positive and negative moves in an investor’s portfolio. In contrast, risk is the potential for an investor to not have that portfolio meet its goals. Therefore, […]

September Dividend Raises

Each month we take a look at some notable payout changes by some of the dividend stocks followed by the Joule Financial Dividend Growth Model. Below are the standouts from the month of September. McDonald’s (MCD) Raised By: 14.8% New Dividend: $1.16/qtr McDonald’s has been a long-time favorite of dividend investors, and rightfully so, since […]

While Times are Good

The domestic stock market is at highs; valuations are stretched. It seems as if every day uncertainty surrounding the next trade issue, tariff, currency blowup or tweet is enough to keep even the most conservative investors on their toes. The bull-market is now in its 9th year, while many emerging markets and other asset classes […]

4 Financial Planning Steps

What exactly is a financial plan and why do I need one anyway? You may have found yourself asking these questions when listening to financial commentators. Understandably, as the term “financial plan” sounds important and authoritative yet still vague. After all, having a plan seems better than not having one but where do you start […]

New Positions – Bloomberg TV

Quint visited with the folks from Bloomberg to talk about our two new positions in both the Vanguard Financial Sector and the Vanguard Industrial Sector for our managed accounts.

Constructive Action – Reuters

Quint Skyped in with Reuters on Thursday to discuss the general market action and the constructive behavior. As technology sold off other groups saw money rotate. While our managed accounts continue to have elevated levels of cash on hand, we’re watching closely for new opportunities.

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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.

Find out what makes us different.