facebooklinkedintwitter

The Joseph Group

Wealth Notes: Michelle O’Brien

  • Markets and the “Wall of Worry”

    July 10, 2026

    To Inform: The “Wall of Worry” is a mythical structure on Wall Street whose bricks are comprised of all the fears that investors are dealing with at a point in time. The phrase first came into use in the 1950s, and it is now often said that “markets climb the wall of worry.” This wall […]

    More Info
  • Love the Interruptions

    July 10, 2026

    To Inspire: Recently I told our summer intern the only thing I don’t love about marketing is that by always planning things for the future it sometimes feels like time is rushing by. Right now, for example, I’m working on events and projects for October and November. In my personal life, I’m excited for a […]

    More Info
  • Why I’m Bullish on the Next 250 Years

    July 2, 2026

    To Inform: My family and I attended a Columbus Clippers baseball game this week and as I sat there listening to the sounds of America’s pastime, I glanced at the sky and noticed a jet airliner on its climb out of Port Columbus. As the plane glided effortlessly through the hazy air my mind flashed […]

    More Info
  • Freedom and Responsibility

    July 2, 2026

    To Inspire: Few holidays are more fun than July 4th. Having grown up in Bexley and still living there, my siblings and I love our Bexley parade, cookouts or get-togethers with family and friends and of course the Bexley fireworks. I trust you too will enjoy time with family and friends. But as all of […]

    More Info
  • Insights From the Road – Thematic Investing

    June 26, 2026

    To Inform: This week, I had the opportunity to travel to Santa Fe, New Mexico to a conference put on by VanEck, a well-known investment firm. Fund managers discussed investment insights related to major themes driving the economy – themes such as AI, semiconductors, power generation, data centers, and natural resources.   In The Joseph […]

    More Info
  • Trust Others

    June 26, 2026

    To Inspire: My wife Lisa and I recently saw the movie Pressure, the historical WW II film that focuses on the tense 72-hour weather forecast that General Eisenhower needed to make a go/no go decision for the invasion at Normandy. We both loved it and I came away from it thinking about the need to […]

    More Info
  • A New Day at the U.S. Federal Reserve

    June 18, 2026

    To Inform: Wednesday marked a new day at the U.S. Federal Reserve. It was the conclusion of new Federal Reserve Chairman Kevin Warsh’s first Federal Open Market Committee meeting. A few things came out of this week’s meeting. To be precise, these things were the Committee’s decision to leave rates alone, the issuance of a […]

    More Info
  • Design Your Summer

    June 18, 2026

    To Inspire: Have you ever felt at the end of a season that you didn’t do some of the things you wanted to do? Or felt like you missed out on some of the opportunities that season holds? This year, summer officially begins this weekend on Sunday, June 21 (the astronomical summer solstice). If you […]

    More Info
  • Quick Thoughts on Out of This World IPOs

    June 12, 2026

    To Inform: An initial public offering, or IPO, refers to the process of where a privately owned company first sells shares of stock to the public. Often, this process is referred to as the company “going public.”  Companies typically use IPOs to raise capital for growth, pay down debt, or allow early investors/founders to cash […]

    More Info
  • Contentment Through Gratitude

    June 12, 2026

    To Inspire: We’re preparing to take a bus load of our women clients and friends to the Ohio Reformatory for Women – on Tuesday July 14th. There they will spend the day with a group of women that have experienced great challenges in their life and have committed serious offenses. But in their time of […]

    More Info