To Inform: Over the past week I’ve had several conversations with clients, colleagues, prospects, all of them getting at a question that seems to be on everyone’s mind – how sustainable is the market recovery? In one of these conversations, we talked about tariffs and how they haven’t yet had the impact people were expecting. […]

To Inspire: Fall started this year on September 22, although in central Ohio 80-degree days lasted well into October. As a gardener, fall is a bittersweet time for me, as my garden is put to bed until spring. But in the U.S., 45 percent of people say fall is their favorite season, making it overwhelmingly […]

To Inform: October is National Estate Planning Awareness Month, a nationwide initiative established by Congress in 2008 to help individuals and families understand the importance of creating or updating an estate plan. At The Joseph Group, we recognize that estate planning can feel overwhelming or easy to postpone. It’s common to think of it as […]

To Inspire: We had a wonderful Wealth Summit last evening – our guest was Avishar Barua, a local chef who has captured not only the Columbus culinary scene but is gaining a national reputation through his appearances on Top Chef, Beat Bobby Flay (which he did!), and Diners, Drive-Ins, and Dives. One of his restaurants, […]

To Inform: Stock market performance over the last few years has favored large technology stocks but in recent months we have seen some life in small company stocks (companies generally under $3 billion in size), and it has our attention. With the caveat three months does not make a long-term trend, here is a chart […]

To Inspire: Two weeks ago, we shared insights from the book, JOYSPAN: The Art and Science of Thriving in Life’s Second Half. The author, gerontologist Dr. Kerry Burnnight, shared that joyspan reflects an understanding that it’s not just the number of years we live (lifespan), or even the number of years we live in good […]

To Inform: Many of us have heard the phrase, “control what you can control”. In many different aspects of life, this nugget of wisdom can help clear our thinking and direct our action. There are many things we can’t control when it comes to investing and financial markets. We are at the mercy of investor […]

To Inspire: Last week, Matt Palmer introduced you to a new book he’s reading (you can read his post here). This week it is my turn. I’m currently reading Four Thousand Weeks: Time Management for Mortals. The title refers to the number of weeks of life you get if you make it to your late […]

  As a retirement plan sponsor, providing education for your team so that they can make the most of the retirement plan is critical. When employees are financially well, they tend to perform better with their day-to-day duties, as well as have better health outcomes. There are several financial services companies that survey employees around […]

To Inspire: I’ve just begun a book that my colleague, Michelle O’Brien, shared with me, JOYSPAN: The Art and Science of Thriving in Life’s Second Half, by Dr. Kerry Burnight, a geriatric physician who writes and speaks extensively on longevity. For Kerry, longevity is not just the number of years one lives (lifespan) or the […]