To Inform: Earlier this week The Joseph Group’s CEO Travis Upton and I conducted what has become a tradition – our annual “themes outlook” Portfolios at Your Place event. Travis regularly likes to cite one of the famous quotes from the late founder of The Leuthold Group, Steve Leuthold. Around this time of year, Steve […]

To Inspire:   Englewood, a community on the south side of Chicago, is like many urban neighborhoods, with its share of abandoned homes and businesses and overgrown vacant lots. While many people avoid these neighborhoods because of their problems, Quilen Blackwell moved there because of them. Since 2017, Quilen has turned vacant lots into eco-friendly […]

To Inform: Next Wednesday afternoon, TJG Partner and Chief Investment Officer Alex Durbin and I will be hosting our beginning of the year “investment themes” event which we are calling TJG’s Picks for 2026. We have been receiving some questions ahead of the event, so we thought we would tackle a couple of those questions […]

To Inspire: Happy New Year to all our clients and friends! I (Matt) am a “resolutions” guy, so I’ve been working on those. Perhaps you are doing the same. But rather than resolutions related to health or work, this year I’m making some resolutions about aspects of me that I want to improve. I think […]

To Inform: I was driving home from a New Year’s Eve party when I began to think about what I wanted to write in the first WealthNotes of 2026. The Joseph Group CEO Travis Upton so succinctly wrote about themes we’re watching in the year ahead recently. An “outlook” thus being ruled out, I began […]

To Inspire: Kate Bowler, PhD, is a bestselling author and Associate Professor of American Religious History at Duke University. Diagnosed with Stage IV breast cancer at 35, Kate spends some of her time thinking and writing about the ups and downs and imperfections of life and the magic of joy. In her words, “Joy doesn’t […]

To Inform: It’s an annual tradition at The Joseph Group to identify major themes we think will have the biggest impact on portfolio decisions in the upcoming year. It’s important to note in this process we are identifying themes and NOT making predictions. To quote Leuthold Group founder Steve Leuthold, “predictions are for show, but […]

To Inspire: We’re closing out 2025 and already looking ahead to 2026. As we celebrate this very special time of year, perhaps find some time to pause, reflect and consider questions like these: Looking Back: What am I most grateful for in the last 12 months? What did I learn about myself and those closest […]

To Inform: This week The Joseph Group hosted clients and friends of the firm at our final “Portfolios and Pints” event of the year. As is annual tradition we looked back at the year and followed this with an update to TJG’s “Capital Market Assumptions.” That’s a ten-dollar phrase for “this is what we think […]

To Inspire: It’s mid-December and holiday festivities are well underway. At lunch with a teammate yesterday, celebrations were everywhere, with groups at many of the tables in the very busy restaurant exchanging gifts and celebrating together. This is a time of love and joy, but there are some things you can do to make your […]