To Inform: As we wrap up the dog days of summer and enter a period that has been historically weak in the stock market, it’s worth checking in on some of the key indicators that point to the strength of the economic recovery. We’re now approaching 200 trading days without so much as a 5% […]
To Inform: We know political events set off emotions for clients, but they also set off emotions for the markets. At the risk of talking a little politics, there are two key political areas we are paying attention to as they could spur some market headlines in the months ahead. The Debt Ceiling This weekend, […]
To Inspire: I’m not a basketball fan, hockey is my sport, but a basketball story with Ohio ties that I saw earlier this week moved me enough to make me actually check in on this year’s NBA draft as it was happening. Jason Preston has been a force on the Ohio University basketball team, […]
To Inspire: At our Portfolio and Pints event earlier this week, I caught up with a good friend of mine, in his mid-60’s. He shared that he and his wife have begun horseback riding as a hobby that they can do together and that has some great health and fitness benefits. Love it – what […]
To Inform: Markets often tell a reliable story. Rising interest rates, usually an indicator of a strengthening economy, often portend better times ahead for banks. Small cap stocks are outperforming? It’s likely value stocks are as well. Interest rates are falling? The dollar is likely weakening. These aren’t hard and fast rules, but they’re likely […]
To Inform: We should know that life insurance is an important part of any financial plan. At The Joseph Group, we do not sell life insurance but just like mortgages, long-term care and estate planning, we help our clients think about and plan for their life insurance coverage. Life insurance can be a valuable tool […]
To Inspire: My wife and I were reminiscing, recently, about some of the great vacations we had so long ago: Yellowstone and Grand Teton National Parks, Mount Rainier, and Olympic on the Pacific Ocean. And I was reminded of this quote: “Men go abroad to wonder at the heights of mountains, at the huge […]
To Inspire: Sometimes a casual conversation can be life-changing. This story of two coworkers who ended up saving the other’s husband through kidney donation highlights the importance of being open, sharing stories, and always choosing kindness. Tia Wimbush and Susan Ellis worked in the IT department at Children’s Healthcare of Atlanta for 10 years. […]
To Inform: Despite spurts of volatility, major stock indexes have been bouncing around all-time highs in recent weeks. At the same time, measures of valuation show stocks have been getting cheaper. How is that possible?? Read on! First some education and context. The most common measure of stock “valuations” looks at the ratio between “Price” […]
To Inspire: As we celebrate our nation’s birth this July 4th, you might be surprised to learn some of the following facts about Independence Day. These are excerpted from an article by Lauren Cahn in the most recent issue of Reader’s Digest. # 1 Our Nation’s Birthday could just as easily have been celebrated on […]