The Joseph Group

Wealth Notes: Year: 2017

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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  • Living a Great Life in 2018

    December 27, 2017

    To Inspire:  As we look ahead to 2018, take stock of the year that is about to conclude.  What are you most thankful for?  What were the significant moments – good ones and challenging ones – that are worth reflecting on?  What did you learn from them?  How did you grow this year as a person?  […]

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  • Market Impact of Tax Reform Heading Into 2018

    December 27, 2017

    To inform:  Last week we held our final Portfolios at Panera discussion for 2017 and the main topic on everyone’s mind was the new tax reform bill recently passed by Congress and signed into law by President Trump.  What are the potential market implications of the new tax laws heading into 2018?  Here are some […]

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  • The Joy of Giving

    August 23, 2017

    Perhaps you read of the Salt Lake City high school teacher that is getting married and on her gift registry has asked for shoes and backpacks to give to homeless children at her school.

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  • Asset Class Trends

    July 28, 2017

    At this month’s Portfolio at Panera meeting we reviewed the performance of different asset classes in the 2nd quarter of 2017 (April – June) and whether we believed the trends in those asset classes might continue in the second half of the year.

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  • Encouragement from a Friend

    July 28, 2017

    Last weekend Jordan Spieth took home the Claret Jug and his third major golf championship with a win at the 146th British Open.  Heading into the final round Spieth was three shots ahead of Matt Kuchar, but he bogeyed…

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  • Celebrating Fathers

    June 21, 2017

    As we continue to celebrate fathers, I thought I would share a Facebook post that my middle daughter Catherine (married to Josh; they are parents to 8 month old Henry) shared last Sunday on Father’s Day:

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  • What is Aadhaar?

    June 19, 2017

    This year, international stocks have clearly been the leaders in the global equity market, with emerging markets being the best performing area of the world. In particular, one interesting area complex has been the country of India.  India has developed a program called Aadhaar (think a bigger Social Security system in the technology age) which not only has the potential to stimulate economic growth in India, but may also provide a glimpse into the future of the global economy.  

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