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...

5 Retirement Pitfalls

Over the last twenty years, I’ve witnessed many mistakes. Heck, I’ve made many mistakes myself. However,through the years I’ve noticed that a few of the most critical seem to be what derail most financial plans. At the time of writing this, we’ve just come through one...
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...
Bravo Disney!

Bravo Disney!

Quint sits down to discuss Disney as they make new all-time highs during a challenging Covid environment.
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,...
7 Lessons from Wealth

7 Lessons from Wealth

Over the last 20 years I’ve had the privilege of working with high net worth families all throughout the United States. In almost every case, these folks are self-made and if by chance they were blessed by fortune from others, they tend to also have inherited the same...