To Inform: Earlier this week, we hosted a Portfolios at Your Place event where Partner and CEO Travis Upton and Chief Investment Officer Alex Durbin captured five themes from the past and five new themes, all of which are relevant today. I would like to take this opportunity to focus on one of them titled, […]

To Inform: Early in 2023 we talked about why it was a better time to own bonds than it had been in years prior, especially 2022, the worst year on record for bond returns. That indeed was the case in 2023 as investment grade bond indexes were up a little more than 5% and high […]

To Inspire: A Happy New Year from all of us at The Joseph Group. Last night I (Matt) watched the Orange Bowl – which featured two very good football teams – Penn State and Notre Dame. A great game – which Notre Dame won 27-24 on a last second field goal. The field goal was […]

To Inform: This Wealthnotes title, “Absolutely Positive, Relatively Frustrating,” reflects both returns and my mood as I look at markets to close out 2024. Investment returns are often described as absolute or relative. Absolute simply means positive or negative, and in the absolute case, every major asset class posted positive returns in 2024 (although some […]

To Inspire: Welcome to 2025 and welcome to the season of New Year’s resolutions. Articles recommending the best resolutions to make have been inundating email and social media for the past couple of weeks. My favorite resolution list arrived in my email early January 1, titled “65 Achievable New Year’s Resolutions You’ll Actually Keep.” Sixty-five! […]