You Know How this Works!

You Know How this Works!

I’ve been in this game now for over 20 years. In reality, that’s nothing compared to the more than 200 years we’ve been exchanging stock ownership in this country. That being said, I’ve been around enough to know how these cycles work. Spoiler alert, if you’d rather...
A Financial GPS

A Financial GPS

A couple of times a year our family takes road trips to visit our extended family out of state. With two young kids it’s no small endeavor. So, after packing the minivan to its limits with all of the necessities and more, including countless bags of roadworthy high...
Distractions and Drama

Distractions and Drama

Distractions are everywhere. It is hard to go through a day without an ‘in-your-face’ headline. For some reason, I feel that when we only had 3 channels on our television, AM talk radio and the newspaper, we managed these distractions much better. Today however we...
What’s Missing from this Bubble

What’s Missing from this Bubble

Look, I get it. The trailing multiple for the S&P is over 38, much higher than the median historic average of just under 15. Other metrics such as price to sales, price to cash flow, p/c ratio and investor sentiment surveys suggest extreme optimism. You’d have to...
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...

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.