The Joseph Group

Wealth Notes: Michelle O’Brien

  • Declutter and Live Abundantly with Less

    June 10, 2021

    To Inspire:   Based on things I’ve read and conversations with friends, it seems like a lot of people spent at least some of their pandemic lockdown time decluttering. Here at The Joseph Group, we’re thrilled to be welcoming clients and friends back into our office, but after more than a year of being mostly […]

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  • Learning from Out of Consensus Conversations

    June 10, 2021

    To Inform: The concept that prices are rising and inflation is here is pretty widely agreed upon, and we would say is a consensus idea. Recently, I had my own encounter with inflation. On my way home earlier this week, my car dinged to tell me I was running low on gas. I thought, “no […]

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  • Investing When Stocks Are Expensive

    June 3, 2021

    To Inform: A sentiment we often hear is “I want to buy stocks, but I’m waiting for a pullback.” Another variation of this sentiment might sound like this, “I don’t want to buy stocks right now, the market is trading at all-time highs.” These are reasonable views. After all, it’s prudent to want to buy […]

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  • You Think YOU Have Problems!

    June 3, 2021

    To Inspire: Try this quick exercise: Sit quietly with a pen and paper. Set a timer for five minutes. List all the challenges, obstacles, or problems you are currently dealing with. How many did you come up with? Was five minutes long enough for you to list them all? Norman Vincent Peale said, “Problems are […]

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  • Inflation is Here – Will It Stick Around?

    May 28, 2021

    To Inform:  One of the biggest debates in the investment world is the future of inflation. There is no doubt inflation is here. So far in 2021, direct inputs to things we buy like lumber (think housing), corn/soybeans (groceries), and tin (cans for food, paint) have skyrocketed. The question though is whether inflation is a […]

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  • Essentialism: Less But Better

    May 28, 2021

    To Inspire: As we emerge from some of the limitations COVID has imposed on our society, it may be tempting to jump back into lots of pursuits. After all, many of us have been cooped up and feeling somewhat on the shelf – we’re ready to get back in the game of life! All good, […]

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  • The New Retirement

    May 21, 2021

    To Inspire: As regular readers of WealthNotes know, we think there is nothing more important for each of us in living a satisfying life than discovering our unique purpose for being. We are all wired in a way where our innate desire to make a difference in the world results in a longing for where […]

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  • Too Much Cash? A “Good Problem” Is Still a Problem

    May 21, 2021

    To Inform: If we complain about paying taxes, that typically means we are making money. If we lament the historically low savings rates at the bank, that typically means we have money saved. Good problems to have, right? Perhaps, but that does not mean we shouldn’t try to solve them. I think we would all […]

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  • A Source of Kindness, Compassion, and a Kidney!

    May 14, 2021

    To Inspire: For nearly 50 years, I (Matt) have been a reader of Guideposts Magazine. An unabashed fan of Norman Vincent Peale (who founded Guideposts with his wife, Ruth), Guideposts has inspired me month after month with stories of ordinary people overcoming great challenges and living lives of purpose. For this issue of WealthNotes, we […]

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  • Answering Questions When Markets are Volatile

    May 14, 2021

    To Inform: This past week has been a wild ride for the stock market. On Tuesday (5/11) and Wednesday (5/12), the popular Dow Jones Industrial Average was down over -300 points and -600 points respectively. Of course, with the Dow hovering around 34,000, -600 points isn’t what is used to be in percentage terms, but […]

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