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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  • Who are you investing in?

    September 28, 2015

    We are delighted to share with you today a short story encouraging us all to stop and think of those who have helped shape our lives in a positive way. At the same time, it is important to realize the ways in which we are impacting the lives of others.

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  • Report from Land of the Rising Sun

    August 24, 2015

    Japan is known as the “Land of the Rising Sun,” but could it also be known as the Land of the Rising Stock Market? So far in 2015, foreign stocks have broadly outperformed U.S. stocks, but European companies seem to be attracting the most attention. Japanese stocks have risen alongside Europe, but seem to be flying under the radar.

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  • U.S. Stock Market Very At Home

    August 24, 2015

    Home, home on the range…the U.S. stock market seems very at home in the “trading range” it has been in for the last four months. One of the key questions we have been asking in The Joseph Group’s Investment Strategy meetings is “What could make the market break out of this sideways pattern to one direction or another?” In an attempt to answer this question, we’ve tried to look at possibilities in both directions.

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  • Coffee with the CIO

    August 12, 2015

    Last week we held the first of what will become a regular event – “Coffee with the CIO” – at The Joseph Group’s offices led by The Joseph Group’s Chief Investment Officer, Travis Upton. Numerous topics were covered, but two main issues were clearly on the clients’ minds – 1) the continued saga of Greece, and 2) where to play offense in order to make money in what has been a flat market.

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  • Thoughts on Father’s Day

    August 12, 2015

    We are pleased to share with you an important and thought-provoking article from Jack D’Aurora’s June 23rd post on parenthood and, in light of Father’s Day, his thoughts and reflections on his own father.

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