Joule Financial

Joule Financial Full Service Fee-Only Financial Firm

05/29/2026

πŸ“Š The market hit new highs in May, propelled by technology gains and optimism around the situation with Iran.

βš–οΈ It’s a good reminder to stay emotionally balanced and cautious as markets celebrate these gains moving into June.

Seven weddings. That's what the Gilland household has on the calendar this year, and we are officially underway. I'm kic...
05/24/2026

Seven weddings. That's what the Gilland household has on the calendar this year, and we are officially underway. I'm kicking off the season as a groomsman this weekend, and like pretty much everything in my life, cue my wife's eye roll, it becomes a financial analogy. Bear with me.

Read the full breakdown of this week's events on our site ⬇️



Seven weddings. That's what the Gilland household has on the calendar this year, and we are officially underway. I'm kicking off the season as a g ...

πŸ›οΈ The yard sale lesson is worth keeping close right now. Don't let the weekly noise or the auctioneer distract you from...
05/17/2026

πŸ›οΈ The yard sale lesson is worth keeping close right now. Don't let the weekly noise or the auctioneer distract you from what something is actually worth. Great investors block out the day-to-day and stay focused on underlying value.

πŸ“Œ The seller of the glove doesn't panic and take $4 just because a couple people walked past without a look. And the buyer doesn't overpay just because someone else is circling the table.

Read the full breakdown on our site ⬇️



Yard sales can be a man's best friend, especially when you're hunting for patio furniture and have no intention of spending thousands of dollars. ...

πŸ›’οΈ Global tensions in the Strait of Hormuz have contributed to market volatility and fluctuating oil prices this week.πŸ’Ό ...
05/09/2026

πŸ›’οΈ Global tensions in the Strait of Hormuz have contributed to market volatility and fluctuating oil prices this week.

πŸ’Ό On the other hand, Friday's labor report showed job growth exceeded expectations, indicating resilience in the labor market while influencing Federal Reserve outlooks.

Read the full breakdown on our site ⬇️



What Happened: Back and Forth in Iran Continues Β  What Does It Mean? Markets were on a rollercoaster this week as Iran headlines kept flipping. Wednesd ...

This transition is bittersweet, no question. But the lessons from American Avenue: the way we think about helping people...
05/01/2026

This transition is bittersweet, no question. But the lessons from American Avenue: the way we think about helping people, planning for their futures, and how we invest, don't walk out the door with him.

They're woven into everything we do going forward.

Read the full breakdown on our site ⬇️



The frustration of being assigned a freshman roommate during my senior year β€” while serving as a third-year resident advisor, no less, was no laughing matte ...

05/01/2026

πŸ“Š April has been the strongest month for the S&P 500 in the last five years, largely fueled by companies exceeding earnings expectations.

πŸ” We're keeping an eye on earnings season and ongoing geopolitical tensions as key factors influencing the market right now.

🧹 Have you ever gone through your spring cleaning ritual, found something you thought was lost and suddenly couldn't wai...
04/25/2026

🧹 Have you ever gone through your spring cleaning ritual, found something you thought was lost and suddenly couldn't wait to use it again?

πŸ’» For me this year, it was an old Kenny Chesney T-shirt that had fallen to the back of a dresser drawer. For the market this week, it was Intel.

Read the full breakdown on our site ⬇️

Have you ever gone through your spring cleaning ritual, found something you thought was lost and suddenly couldn't wait to use it again? For me this ye ...

04/17/2026

πŸ“ˆ The S&P 500 just crossed 7,000 for the first time, marking a sharp rebound to all-time highs after recent volatility tied to the Iran conflict.

πŸ›’οΈ We're watching how the ceasefire and reopening of the Strait of Hormuz may ease oil supply pressures and influence inflation and markets going forward.

As we navigate the final weeks of April, my time at the helm of Joule is quickly coming to an end. It's remarkable how s...
04/15/2026

As we navigate the final weeks of April, my time at the helm of Joule is quickly coming to an end.

It's remarkable how swiftly time passes, it seems like just yesterday I was writing to share my plans to step aside. To say the last nine months have flown by would be an understatement.

Read the full piece on our site ⬇️

As we navigate the final weeks of April, my time at the helm of Joule is quickly coming to an end. It's remarkable how swiftly time passes, it seems li ...

πŸ›’οΈ Geopolitical tensions have contributed to market fluctuations and elevated oil prices, affecting economic conditions ...
04/02/2026

πŸ›’οΈ Geopolitical tensions have contributed to market fluctuations and elevated oil prices, affecting economic conditions globally.

πŸ“Š Historical data shows that markets often recover after geopolitical shocks, but vigilance and patience remain important during uncertain times.

Read the full breakdown on our site ⬇️



Markets opened lower this Thursday morning, reflecting overnight developments. President Trump addressed the nation Wednesday evening on the war with Iran, ...

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