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The Joseph Group

Wealth Notes: Year: 2020

  • A Season of Giving

    December 22, 2020

    2020 has been a challenging year for all of us. In the true spirit of Christmas, the spirit of giving, below are two stories that can touch all of our hearts this season and encourage the gift of giving of ourselves. Christmas Tree Angel in Michigan When Michigan resident Chad Rose just happened to have […]

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  • Year-End Financial Reflection

    December 22, 2020

    To Inform: Is it me, or do you think at the end of 2020 we need a double dose of “to inspire”?! What a year. Insert your own personal recap here ______________! I’m confident you have a story; we all do. At The Joseph Group we talk about money being only a tool to help us all live […]

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  • Five Themes (+1) for 2021

    December 18, 2020

    To Inform:  Earlier this week we had our final Portfolios at Your Place of the year and discussed our Five Themes (+1) which are key items of discussion in our Investment Strategy Team meetings as we approach 2021. We will likely be unpacking each of these more in depth in the weeks and months ahead, […]

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  • The ‘Christmas Star’ on the Winter Solstice

    December 17, 2020

    To Inspire: Monday, December 21, 2020 is the winter solstice in the Northern Hemisphere, and this year’s solstice includes a rare sight, a phenomenon dubbed the “Christmas Star.” In the early evening of this solstice, the planets Jupiter and Saturn will align in their orbits in what NASA refers to as a “great conjunction.” The […]

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  • A Real-Life Elf!

    December 10, 2020

    To Inspire: Christmas movies airing each night are one of the many highlights this time of year. “It’s a Wonderful Life,” “Frosty the Snowman,” “A Christmas Story,” “How the Grinch Stole Christmas” and “Home Alone” are a few of our favorites. And how can I forget “Die Hard?” 😊 But the favorite in my family […]

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  • Enjoy the Froth – But Be Careful

    December 10, 2020

    To Inform:  If you’re a coffee drinker you might enjoy a cappuccino from time to time. A great one has some froth on top and makes for an enjoyable experience – provided you don’t drink too much or too quickly. One way to describe markets in 2020 is “frothy.” Frothy markets are those in which […]

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  • Vaccines, Leadership, and Sentiment

    December 4, 2020

    To Inform: One of the headlines in the December 3rd edition of the Wall Street Journal said “Covid-19 Vaccine Cleared For Use In UK.” After strong results from clinical trials, vaccines are being pushed for clearance for emergency use and distribution is expected to begin (in limited numbers) within days. Wider distribution of the vaccines […]

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  • Making a Difference, One Pie at a Time

    December 4, 2020

    To Inspire:   Many of you know that Chet Fery, “the Bread Man,” was featured at our first Virtual Wealth Summit a month ago. A retired teacher and administrator living in upstate NY, Chet, with the help of his wife, has baked and given away over 100,000 loaves of bread in the last ten years […]

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  • The Law(s) of the Gift

    November 19, 2020

    To Inform:   “Man… cannot fully find himself except through a sincere gift of himself.” This quote illustrates well the idea that, as human beings, we often find the greatest joy and satisfaction by giving our time, talent, or treasure for the benefit of others. The late Pope Saint John Paul II called this idea […]

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  • Who Would You Like Me to Meet?

    November 17, 2020

    To Inspire: Of the fire fighters to lose their lives in New York City on September 11, 2001, Father Mychal Judge was among the first. As NYFD Chaplain, he was known to begin each day with, “Lord, take me where you want me to go. Let me meet who you want me to meet.” Indeed, […]

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