The Joseph Group

Wealth Notes: Year: 2020

  • How Do Plan Sponsors Move Forward?

    August 12, 2020

    The year 2020 will be remembered for a multitude of reasons. We’ve had a pandemic, a recession, an extended period of civil unrest and all during a presidential election year. With all of these events taking place in such a short period of time, this will certainly be one for the history books. The question […]

    More Info
  • Yale-Educated Truck Driver Sees a Need and Helps Others Get Fit

    August 7, 2020

    To Inspire: What do you do with a philosophy degree from Yale? That’s easy – become a cross-country truck driver. Seem a bit strange? Well that’s exactly what Tony Blake did back in 1993. One of the best African-American swimmers in the history of the Ivy League, when Tony failed to make the U.S. Olympic […]

    More Info
  • Weaker Dollar, Stronger Foreign Stock Performance

    August 7, 2020

    To Inform: One of the hot topics we discussed at last week’s Portfolios at Your Place was the weaker U.S. dollar and how it was impacting changes in leadership across asset classes. Chris Verrone, Head of Technical Analysis at Strategas Research Partners recently said “there’s no shortage of moving parts in this environment and at […]

    More Info
  • The Benefits of Being Helpful

    July 31, 2020

    To Inspire: Being helpful is always the right move, whether that means investing your time, money or energy. While it may be more challenging to help right now, it’s really more important than ever. But not only does being helpful make the world a little bit better, it actually can make you physically better. Here […]

    More Info
  • Watching Your Weight and the S&P 500

    July 21, 2020

    To Inform: For fun, let’s start this Wealthnotes with a multiple-choice question. Which of these is correct? A.  The S&P 500 was down – 3.1% for the 2020 year to date period ending June 30 B.  The S&P 500 was down – 10.8% for the 2020 year to date period ending June 30 C.  Both […]

    More Info
  • Thriving in Times of Change

    July 21, 2020

    To Inspire:  Bruce Feiler has long explored the stories that give our lives meaning. Galvanized by a personal crisis, he spent the last few years crisscrossing the country, collecting hundreds of life stories of Americans in all 50 states who have been through major life changes—from losing jobs to losing loved ones; changing careers to […]

    More Info
  • What Makes a Good Life?

    July 17, 2020

    To Inspire: What makes a good life? Many people surveyed have said money or fame. Some have said success at work. But Robert Waldinger gave a Ted Talk to discuss a Harvard research project that has actually lasted more than 75 years studying this exact topic. Since 1938, researchers have studied two groups of men, […]

    More Info
  • Beware Dividend Hogs

    July 16, 2020

    To Inform:  Growing up, one of the most joyous weeks of the year was the week of the county fair. I raised hogs as 4-H projects and the fair was a culmination of a few months of hard (and pungent) work. I’ll always have a fondness for hogs and not just because they are the […]

    More Info
  • Finding Strength in Proximity

    July 9, 2020

    To Inspire: Have you ever seen the Giant Sequoias in the northwestern United States? Also known as Redwoods, they are among the world’s largest and oldest trees – often growing to 300 feet in height (the height of a 26-story office building); 35 feet in width; and with bark that can be 3 feet thick! […]

    More Info