The Joseph Group

Wealth Notes: escapehatch

  • The Joy of Giving

    August 23, 2017

    Perhaps you read of the Salt Lake City high school teacher that is getting married and on her gift registry has asked for shoes and backpacks to give to homeless children at her school.

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  • Asset Class Trends

    July 28, 2017

    At this month’s Portfolio at Panera meeting we reviewed the performance of different asset classes in the 2nd quarter of 2017 (April – June) and whether we believed the trends in those asset classes might continue in the second half of the year.

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  • Encouragement from a Friend

    July 28, 2017

    Last weekend Jordan Spieth took home the Claret Jug and his third major golf championship with a win at the 146th British Open.  Heading into the final round Spieth was three shots ahead of Matt Kuchar, but he bogeyed…

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  • Celebrating Fathers

    June 21, 2017

    As we continue to celebrate fathers, I thought I would share a Facebook post that my middle daughter Catherine (married to Josh; they are parents to 8 month old Henry) shared last Sunday on Father’s Day:

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  • What is Aadhaar?

    June 19, 2017

    This year, international stocks have clearly been the leaders in the global equity market, with emerging markets being the best performing area of the world. In particular, one interesting area complex has been the country of India.  India has developed a program called Aadhaar (think a bigger Social Security system in the technology age) which not only has the potential to stimulate economic growth in India, but may also provide a glimpse into the future of the global economy.  

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  • May’s Month-End Performance

    June 2, 2017

    School is out and we are almost halfway through 2017.  As we are reviewing May’s month-end performance, it’s a good time to look at the big picture themes driving markets as we enter into the summer months.  

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  • Tips from Mark Twain for how to live a great life!

    May 31, 2017

    Local business coach and speaker Perry Maughmer shared the article below in his company newsletter this week.  We thought you would enjoy seeing these tips from Mark Twain for how to live a great life!  (note: want to subscribe to Perry’s newsletter, Archimedian Point or learn more about his coaching services – contact him at perry@perrymaughmer.com.) Mark Twain was a prolific writer, satirist, humorist and lecturer, and he always had some sort of quirky, sometimes ironic, wisdom on just about everything.  As the author of books like The Adventures of Huckleberry Finn and The Adventures of Tom Sawyer, his prominent place in literature has been forever cemented in history.

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