You Just Never Know…

You Just Never Know…

I had already gained at least 20 lbs. and had only been on the desk for a year. I could feel the additional weight with each step, but it didn’t stop me from walking across the street to the gas station for a candy bar and soda. It was 9 am but I didn’t care and just...
A Market of Stocks

A Market of Stocks

Just yesterday I drove from Charlotte, NC to Lexington. It was a quick, unexpected trip to Charlotte and while my career in finance isn’t considered ‘essential,’ when I’m needed by a client, I go. When I arose yesterday morning before hitting the road, I wanted to get...
All about Psychology – Logan Gilland

All about Psychology – Logan Gilland

12/20/2020 In five weeks at Joule Financial, one major theme has developed: psychology dominates this industry. Here are a few things I have learned about this so far: -In one of my upper level finance classes at the University of Kentucky, my professor started our...
It’s the Market, Silly!

It’s the Market, Silly!

When I was a Junior in college, I had an Etrade account and the market was going hog wild. It was 1998/1999 and the tech boom was on. I had been a value investor since 12 and understood how to buy high quality companies, preferably at a discount and hold them for a...
Inside Joule – Logan Gilland

Inside Joule – Logan Gilland

After two weeks at Joule Financial I have learned more than I could have imagined. I have worked everyday with our rockstar team to be a sponge, soaking up everything I can about our business and the markets. The purpose of this entry and the ones to follow is to help...
December Tax Tid-Bits!

December Tax Tid-Bits!

Wow, what a year…and it isn’t even over yet. I truly hope this email finds you well, safe and sane. As we roll into year-end, I wanted to shoot a few quick thoughts your way to try and help turn some of the 2020 lemons into lemonade. Whether you’re a client or not,...