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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  • Wake Up To Your Full Potential

    January 15, 2019

    To Inspire: Do you have an early morning routine that inspires and focuses you on the personal virtues and strategies you will need to live each day with love, passion, and purpose?  Research demonstrates that people with a consistent early morning routine live with more joy and effectiveness. Author and speaker Hal Elrod shares six […]

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  • Exceptional Excellence: Jodi Picetti

    January 11, 2019

    To Inspire: It will be two years ago this April since Jodi Picetti joined The Joseph Group’s Client Service Team…and there’s no stopping her now.  Jodi started with our team as a client service specialist.  This week, we are excited to announce that Jodi has been promoted and is now The Joseph Group’s Manager of Client Services! […]

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  • Lots of Investment Thoughts as We Start 2019

    January 9, 2019

    To Inform:  This WealthNotes “To Inform” piece is likely to run a little longer than normal as we take a look back at the sharp market correction that culminated 2 weeks ago, discuss what we are seeing in markets today, and share how we are positioning portfolios going forward. Looking Back: The Grinch certainly stole […]

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