To Inspire: As our nation celebrates Father’s Day this Sunday, we thought you might enjoy learning a bit of its history. Scholars claim that it can be traced back 4000 years to Babylon when a young boy’s Father’s Day message in clay wishing his father good health and long life was discovered recently. Our modern […]
To Inform: Earlier this week, I (Travis) attended J.P. Morgan’s Wealth Management conference in New York City. The two-day conference was an opportunity to hear the big picture outlook on markets from J.P Morgan’s Chief Global Strategist, views on asset classes from multiple portfolio managers, and perspectives on how firms like The Joseph Group can […]
To Inspire: “Greater love hath no man but that he lay down his life for his friends.” These words, spoken by Jesus Christ 2000 years ago, rang with poignant truth 75 years ago when on June 6, 1944, 150,000 American, British and Canadian troops landed on the shores of northern France to help liberate that […]
To Inform: Late last year, the idea the Federal Reserve might actually CUT interest rates in 2019 seemed like an impossibility. After all, the Fed increased short term interest rates in December of last year and economists widely expected the Fed to continue to increase rates by as many as 3-4 times in 2019. Expectations […]
To Inspire: Perhaps last Sunday you saw the CBS Sunday Morning feature on Curtis Jenkins, a bus driver for Lake Highlands Elementary School in Dallas, TX. Curtis Jenkins (Source: www.cbsnews.com) At first blush, one might be tempted to see his job as relatively unimportant. But Curtis sees it otherwise – he has made himself […]
To Inform: Is Trump’s decision to raise tariffs from 10% to 25% on $200 billion dollars’ worth of Chinese goods impacting consumer behavior? It sure did at the Upton house. Here is the story: My wife has wanted to replace our kitchen floor for years. Our kitchen has the original vinyl flooring from when our […]
To Inspire: Tis the graduation season and I (Matt) always look forward to commencement addresses. This year did not disappoint as Lisa and I drove over to Blacksburg, VA for the graduation of our niece from Virginia Tech. The commencement address was given by Frank Beamer, the former longtime head football coach and a man […]
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, […]
To Inspire: Source: www.guideposts.org 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 […]
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 […]