What’s Your Risk Temperament?
by Daniel Czulno, CFP®
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, […]
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September Dividend Raises
by Daniel Czulno, CFP®
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 […]
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While Times are Good
by Quint Tatro
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 […]
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4 Financial Planning Steps
by Daniel Czulno, CFP®
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 […]
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New Positions – Bloomberg TV
by Quint Tatro
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.
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Constructive Action – Reuters
by Quint Tatro
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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Where to Park Cash?
by Daniel Czulno, CFP®
Cash has been the scourge of investors for nearly a decade now. On a practical note, cash reserves are a key piece of any financial plan. It’s these cash reserves which provide the buffer and peace of mind in case of emergencies or immediate liquidity needs. For those in their accumulation phase, still collecting a […]
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Caution is Lonely
by Quint Tatro
It’s not easy being cautious when everyone else is bullish. This unpopular view is exactly where founder and managing director Quint Tatro found himself on the desk of CNBC yesterday. Bull versus bear case for US stocks from CNBC.
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Market Character has Changed
by Quint Tatro
The markets have been flashing warning signs for months now. Believe it or not, it started in January with a blow off top where we ran 8% in the first couple weeks of the year. Within a few days after that, the market gave every bit of this move back by dipping into the red […]
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CNBC Closing Bell – Financial Stocks
by Quint Tatro
Joule Financial CIO  Quint Tatro sat down with the folks from CNBC’s closing bell to discuss the lagging financials and the concern he’s having over the potential bearish signal in the sector. You can see the entire clip by clicking on the photo below.
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