Close but not yet…
by Quint Tatro
In July, I wrote a piece stating ‘The Market Character has Changed.’ I was made fun of for being too cautious and missing out. In September, I wrote a piece regarding action steps to take ‘While Times are Good‘, and when I didn’t agree with Buffet’s view of Apple on national TV, I had to […]
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The Most Ironic Bubble of All
by Quint Tatro
On at least four separate occasions, I have attempted to write thoughts regarding the current market environment. As most of you know, I never write simply to produce content, nor do I enjoy rambling on about basic fundamental or economic data that anyone can digest through the major media or a pundit’s blog. No, my […]
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October 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 October. Eaton Vance (EV) Raised By: 12.9% New Dividend: $0.35/qtr Eaton Vance is in the investment management business and has been a […]
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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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Client E-mail – 10.28.18
by Quint Tatro
In the event your not on our e-mail list, below is our recent commentary sent out on 10.28.18. >>>>>>>>>>>>>   There isn’t much to be said that I haven’t already written about or talked about on television. The market continued its malaise this week, as poor earnings reports added fuel to the already bearish fire. While most […]
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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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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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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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