Comprehensive Planning

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 the...
Investment Management

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

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
My Friend, Mr. Dow Jones

My Friend, Mr. Dow Jones

As I write this, the Dow is crossing 30,000 for the first time in history. Since all meetings today are on Zoom, I’ve had the pleasure of working from home. I’ve tried to celebrate this market achievement with my kids, but they just don’t seem all that interested. My...
Dow 30,000….Yawn

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 enough...
Now What??

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?

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 who...
Biden’s Bounce

Biden’s Bounce

I recently watched the Social Dilemma on Netflix, and I highly recommend it. While the primary point was to expose the potential dangers of social media on our youth, one must not overlook the discussion surrounding the algorithms and artificial intelligence designed...

What Drives the Price of Gold? – Mark Hendrix

In this article I’ll be addressing two important questions about gold; the sources of demand for gold and why gold should have a place in your portfolio. For decades Warren Buffett, has been an outspoken opponent of owning gold. Gold said Buffett, “gets dug out of the...