The Joseph Group

Wealth Notes: Year: 2019

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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  • Game of Incentives?

    May 15, 2019

    To Inform:  I’m sure all of us are tired of seeing trade talks pop up in the news, and wish it would be done already…too bad! In most recent news, talks between the U.S. and China have not completely collapsed, but tensions between both parties continue to escalate. A quote from Brian Westbury, Chief Economist, […]

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  • Success from Struggle

    May 10, 2019

    To Inspire: Source:   A recent article from the April issue of Guideposts Magazine caught my (Matt) attention.  The author, Kevin Curry, shared how he had used his own struggle with depression to build an entirely new career that helps others.  I thought that sharing his story in this issue of Wealth Notes might […]

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  • New Highs for US Stocks – What Do We Want to See Next?

    April 25, 2019

    To Inform: Earlier this week, the S&P 500 index officially closed at a new all-time high, eclipsing the last high achieved on September 20th of last year. Courtesy of Yahoo Finance, here is what the chart of the S&P 500 looks like from September 20th of last year through the close on April 23rd of […]

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  • Rich Habits

    April 22, 2019

    To Inspire: In our last two WealthNotes, we shared ways to build good habits and break bad ones – as shared in James Clear’s New York Times bestseller, Atomic Habits.  In this WealthNote, we share 8 great habits that are almost universally shared by people who have built considerable wealth.  These are based on findings […]

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  • The Goldilocks Rule

    April 9, 2019

    To Inspire: We received very positive feedback from our inspirational WealthNote on building good habits – habits that help us live a great life – a life of joy, of purpose, of passion.  The strategies we shared were taken from a book that both Travis (Upton) and I (Matt) are reading by James Clear, Atomic […]

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  • The Power of Atomic Habits

    April 5, 2019

    To Inspire: Travis (Upton) and I (Matt) both are reading Jim Clear’s book, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.  We’re finding it tremendously helpful in our own journey to live a great life – a life of purpose, of joy, of using time wisely.  We recommend […]

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  • Lunch With A Market Strategist

    April 4, 2019

    To Inform:  Earlier this week, Fidelity Investments hosted a lunch with a senior member of their Capital Market Strategy Group to provide their views on the markets.  I (Travis) had the privilege of attending the lunch and it was a terrific opportunity to consider how Fidelity’s thoughts on markets line up with how we are […]

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  • 2019 March Portfolios at Panera Recap

    March 28, 2019

    To Inform: At this week’s Portfolios at Panera, TJG’s Portfolio Manager, Aaron Filbeck, led our discussion that focused on one dimension of the portfolio construction process: active vs. passive management in The Joseph Group’s objective-based portfolios. As a quick refresher, the primary objective of a passive manager is to replicate the performance of an index, […]

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  • Remembrance and Honor

    March 27, 2019

    To Inspire:  Mark and I (Matt) were privileged to attend the OSU College of Social Work Scholarship Dinner earlier this week.  The dinner celebrates the field of social work and recognizes students at OSU who are pursuing a Master’s Degree in Social Work. The Joseph R. Palmer Memorial Scholarship is given each year to a […]

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