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...