Description

Each week, Logan Gilland, CFP® with Joule Financial, welcomes experts to discuss the markets, economy, and smart financial planning. Whether it’s Allie Howard, CPA, Daniel Czulno, CFP®, Quint Tatro with 25+ years of market experience, or another trusted voice, the team breaks down taxes, planning strategies, and what’s happening with your money.

Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

All content on this radio broadcast is for informational purposes only. Opinions expressed herein are solely those of Joule Financial, LLC and our staff. All information and ideas should be discussed in detail with your financial advisor prior to implementation. It does not involve the rendering of personalized investment advice, nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed.

Please note that neither Joule Financial, LLC nor any of its agents give legal or tax advice. The firm is not engaged in the practice of law or accounting.  All investment strategies have the potential for profit or loss, and past performance is not indicative of future results.