The Joseph Group

Wealth Notes: Year: 2020

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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  • Get Inspired All Over Again

    May 29, 2020

    To Inspire: Our clients and friends know our mission is to help our clients live great lives. That’s why each issue of WealthNotes includes an inspirational message as well as an informational one – we truly believe in living a life of purpose and fulfillment and we hope what we share helps you live a […]

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  • Markets Tend to Care More About Better/Worse than Good/Bad

    May 29, 2020

    To Inform:  Recent conversations with clients have had a common theme – “how can the stock market be performing so well recently when the economic data is so bad?” We believe the answer lies in the idea that markets tend to respond more to “better or worse” than they do to “good or bad.” Even […]

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  • Weeks Where Decades Happen

    May 22, 2020

    To Inform: “There are decades where nothing happens, and then there are weeks where decades happen”. This quote, attributed to Vladimir Lenin, rings particularly true today. For long stretches of time, the social, political, and economic arrangements of a society operate within ranges that all participants can at least recognize if not agree with. The […]

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  • Stop Being Fine

    May 22, 2020

    To Inspire: How often have you said or heard “I’m fine, it’s fine, he’s fine, she’s fine? Mel Robbins, a renowned motivational speaker and talk show host delivered a powerful Ted Talk a few years ago called “How to stop screwing yourself over.” I’ve listened to this a few times and would love to share […]

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  • Thinking About Dividends

    May 15, 2020

    To inform:  Earlier this week TJG Portfolio Manager Alex Durbin and I had a chance to have a video call with Mark Nabi, an Investment Director at Capital Group, regarding the status of company dividend payments in the current environment. According to Nabi, “dividends remain an important source of income for investors, but with much […]

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  • Supporting Positivity

    May 14, 2020

    To inspire: No doubt all of us have family members or friends that are exhibiting a lot of negativity in the midst of this coronavirus challenge. It’s precisely during times like this that our loved ones need us most to help lift their mood. In an article from the June 2016 issue of Success Magazine, […]

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  • Stuck at Home? Get Out into the World – Virtually

    May 8, 2020

    Before the spread of the coronavirus and this lock down, virtual experiences sounded interesting, but not compared to actually getting out into the world. Now we’ve been mostly or entirely locked down for weeks, and a ‘real’ vacation is a distant dream. Here in Central Ohio, we’ve had a cool, wet, often-gray Spring, making it […]

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  • A New Phase and A More Quick Hitters

    May 8, 2020

    To inform:  Coming into the office today was different. Being a financial firm, The Joseph Group is an “essential business” so we’ve had a few people in the office each day for the last eight weeks keeping socially distant from one another. The area around our downtown Columbus Arena District office has been largely empty […]

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  • Why Aren’t Stocks Down More?

    May 1, 2020

    To Inform: Close your eyes…imagine yourself a year ago at this time. It was May 2019, the high temperature in Columbus was 82 degrees and the S&P 500 was within a few dozen points of where it is today. Then, our biggest worries were trade concerns with China. Today, at similar levels in the S&P […]

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  • Our Roles: To Protect, Provide, and Teach

    May 1, 2020

    To Inspire… I (Matt) am in a men’s faith sharing group that is focused on becoming better husbands and fathers. It’s a Catholic group and we’re using a workbook called LEAD, published by a ministry called Fathers of St. Joseph. Recently, via Zoom, we were discussing the most important roles that we have: to protect, […]

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