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The Joseph Group

Wealth Notes: Michelle O’Brien

  • Invitation to Live

    February 27, 2024

    To Inspire: All of us are invited to things – graduations, weddings, birthday parties, fundraisers. Bob Goff shares a lesson about invitations in his book, Love Does. Back in 2007 he and a buddy found themselves near the Library of Congress late onenight. They noticed a gate with the sign National Treasure 2 and quickly […]

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  • It’s Leap Year!

    February 23, 2024

    To Inspire: It’s a leap year, a year with one extra day. Why do we do this? And what should we do with this extra day? Leap days are needed to keep our calendar in alignment with the Earth’s revolutions around the Sun. It actually takes the Earth a tiny bit longer than 365 days […]

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  • Estate Planning Essentials: Securing Your Legacy and Protecting Your Loved Ones

    February 23, 2024

    To Inform: Estate planning is a crucial aspect of financial management that often gets overlooked. It involves preparing for the distribution of your assets and the management of your affairs in the event of incapacity or death. By creating a comprehensive estate plan, you can ensure that your wishes are carried out, minimize potential conflicts […]

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  • When Bad News Is Good News for the Markets

    February 16, 2024

    To Inform: My Father-in-law is so kind to me. Yesterday I was on the phone with him, and he asked, “T, are you doing okay? I saw the market was down over 500 points earlier this week!” My response was, “Oh yes – it was a blip – the market was down Tuesday, but up […]

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  • Live Undistracted

    February 16, 2024

    To Inspire: I’m reading one of Bob Goff’s newest books, Undistracted: Capture Your Purpose, Rediscover Your Joy. Great book, we’ll be featuring it in our next issue of Harvest Magazine. In the chapter entitled, Finish Your Work, Bob shares the importance of seeing things through. It’s an important idea for all of us as we […]

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  • Will There Be Another Round of Inflation In 2024?

    February 9, 2024

    To Inform: I had an interesting conversation this week with a portfolio strategist at a large investment institution. In our conversation the strategist mentioned an internal debate at his firm that centered around the question of what was more likely – that the US 10-year Treasury Bond hits 2.5% this year or 5-5.5%. The scenarios […]

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  • Inspired by Love

    February 9, 2024

    To Inspire: Valentine’s Day is just around the corner, and while some cynics amongst us choose to ignore the holiday, many people recognize it as an opportunity to express love for romantic partners, family, and friends. And what better way to impress your loved one than with a handmade gift? Below are five examples of […]

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  • Should I Invest When Markets Are Up?

    February 2, 2024

    To Inform:  “The market’s up, should I go to cash?” seems to be a question we hear a lot when, well, the market is up. As I was pondering what to write about this week, my thoughts went to this question. Confirming my choice of topic was a 401(k) participant who stopped by our office […]

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  • Acts of Love

    February 2, 2024

    To Inspire: I’m re-reading Holy Moments, an inspiring little book by Christian speaker and author, Matthew Kelly. In the book Matthew speaks of the power of using everyday tasks and encounters to show love, respect, and compassion. He calls these holy moments. Mother Theresa once said, “Not all of us can do great things. But […]

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  • Planning Opportunities During Tax Season

    January 26, 2024

    To Inform: The start of a new year brings a lot of self-reflection, new year resolutions, and most excitingly…tax season! All joking aside, even though we are already a few weeks into 2024, did you know that there are still ways to reduce your taxes for 2023? The deadline to act is the tax filing […]

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