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The Joseph Group

Wealth Notes: escapehatch

  • Social Security Changes: What You Need To Know

    November 17, 2015

    This past week, all eyes were on Congress and the debt ceiling negotiations. A budget deal was struck, but there were a couple important provisions of that bill not being talked about which impact Social Security claiming options. Specifically, two key strategies were targeted which are now being phased out.

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  • Three Reasons We Should Be Slow To Judge

    November 17, 2015

    Criticism is like medicine, it all depends on administration and dose. But here’s the problem: If we’re quick to judge, we’re upping the odds that we’ll misdiagnose and seriously hurt someone. New York Times bestselling author and former CEO of Thomas Nelson Publishers shares with us three reasons why we should be slow to judge.

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  • The Good News and the Bad News

    October 2, 2015

    First the bad news. The 3rd quarter of 2015 was the worst quarter for the financial markets in four years. From July through September, most major stock market indexes experienced a correction of 6% to 10%, with areas such as energy, health care, and emerging market stocks getting hit even harder. With markets generally flat in the first half of the year, the correction in the 3rd quarter means virtually every index we look at for asset classes around the world is down 6% to 10% on a year-to-date basis.What’s the good news?

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  • Never Work Alone

    October 2, 2015

    Author John Maxwell shared the following insight regarding the process of mentoring and teaching others. It’s simple but powerful and believe it applies not only to work settings, but also to athletic teams, volunteer activities, even families. If you agree, begin to apply it today!

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  • Who are you investing in?

    September 28, 2015

    We are delighted to share with you today a short story encouraging us all to stop and think of those who have helped shape our lives in a positive way. At the same time, it is important to realize the ways in which we are impacting the lives of others.

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  • Report from Land of the Rising Sun

    August 24, 2015

    Japan is known as the “Land of the Rising Sun,” but could it also be known as the Land of the Rising Stock Market? So far in 2015, foreign stocks have broadly outperformed U.S. stocks, but European companies seem to be attracting the most attention. Japanese stocks have risen alongside Europe, but seem to be flying under the radar.

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