The Joseph Group

Wealth Notes: Year: 2015

Wealth Notes is a regular digest provided to you: our valued clients and friends. Our goal with each issue of WealthNotes is to provide you with two perspectives on wealth: one that aims to inspire and the other that aims to inform.

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  • First Rate Hike in 9 Years

    December 17, 2015

    Yesterday the Federal Reserve increased the Fed Funds rate by 0.25%, effectively ending a 7 year period of zero interest rates. The move in rates was widely expected, but the main event was what Fed Chair Janet Yellen said about the future…

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  • Living in the Second Half of Life

    December 17, 2015

    You will recall in our previous issue of Wealth Notes Doug believes in order to have a profoundly successful life, there is a transition between the “two halves of life.” Throughout the transition, the soul becomes our primary focus and our lives and our leadership take on a very different character. In terms of living, those who transition most successfully…

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  • 3 Charts We’re Watching

    December 3, 2015

    This week, three charts particularly caught the attention of The Joseph Group’s investment committee as we discussed what is happening with markets and what is likely to happen going forward.

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  • Social Security Changes: What You Need To Know

    November 17, 2015

    This past week, all eyes were on Congress and the debt ceiling negotiations. A budget deal was struck, but there were a couple important provisions of that bill not being talked about which impact Social Security claiming options. Specifically, two key strategies were targeted which are now being phased out.

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  • Three Reasons We Should Be Slow To Judge

    November 17, 2015

    Criticism is like medicine, it all depends on administration and dose. But here’s the problem: If we’re quick to judge, we’re upping the odds that we’ll misdiagnose and seriously hurt someone. New York Times bestselling author and former CEO of Thomas Nelson Publishers shares with us three reasons why we should be slow to judge.

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  • The Good News and the Bad News

    October 2, 2015

    First the bad news. The 3rd quarter of 2015 was the worst quarter for the financial markets in four years. From July through September, most major stock market indexes experienced a correction of 6% to 10%, with areas such as energy, health care, and emerging market stocks getting hit even harder. With markets generally flat in the first half of the year, the correction in the 3rd quarter means virtually every index we look at for asset classes around the world is down 6% to 10% on a year-to-date basis.What’s the good news?

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  • Never Work Alone

    October 2, 2015

    Author John Maxwell shared the following insight regarding the process of mentoring and teaching others. It’s simple but powerful and believe it applies not only to work settings, but also to athletic teams, volunteer activities, even families. If you agree, begin to apply it today!

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