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 […]
To Inform: We hope you enjoy this short video that focuses on current financial market topics featuring Chief Investment Officer, Travis Upton!
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 […]
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 […]
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 […]
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, […]
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 […]
To Inspire: Perhaps you have heard of Open Door Art Studio & Gallery here in Columbus, Ohio. Open Door is home to 112 artists with disabilities. They have access to the studio Monday through Friday to enjoy “expression without limitation.” On Wednesday, March 20th, we held our second Women’s GatHERing at Open Door Art Studio […]
To Inform: Earlier this week, JP Morgan released its Global Asset Allocation Views for the 2nd quarter. Overall, JP Morgan is slightly defensive in their views and recommend a slight overweight to bonds and a slight underweight to stocks as they expect markets to remain “range-bound” in the months ahead. As we read through their […]
To Inform: Earlier this week, three members of The Joseph Group team (Mark Palmer, Aaron Filbeck, and Travis Upton) attended the 6th Annual Ohio Institutional Investment Forum. The event largely consisted of panel discussions of Chief Investment Officers and Portfolio Managers from organizations such as The State Teachers Retirement System of Ohio, the Cleveland Clinic, […]