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The Joseph Group

Wealth Notes: Michelle O’Brien

  • It’s the Little Things

    February 14, 2025

    In the 401(k) world we, as specialists in the space, spend a substantial amount of time consulting with plan sponsors on a handful of big decisions when starting or operating an effective retirement plan. Most of these revolve around some of the main fiduciary aspects like managing a prudent lineup, making sure that plan design […]

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  • “This Is Not Going to Go the Way You Think…”

    February 14, 2025

    To Inform: Many Star Wars fans, me included, think “The Last Jedi” (Episode 8) was a bad movie. At the end of “The Force Awakens” (Episode 7), Luke Skywalker came on the screen creating the anticipation that in the next movie, Jedi warrior Luke would be swinging his green lightsaber, saving the galaxy, and fulfilling […]

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  • St. Valentine

    February 14, 2025

    To Inspire: I (Matt) am going to take a break from John Mark Comer’s book, “The Ruthless Elimination of Hurry,” to focus on Valentine’s Day. Today millions of Americans will give candy, flowers and cards to that special someone as an expression of love. Although it seems like a holiday fabricated in the last century […]

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  • Artificial Intelligence, Motorcycles, and Speed

    February 7, 2025

    To Inform:  If you’ve picked up a newspaper or tuned into financial media lately, it’s not a secret that the stock market is trading at high valuations relative to history. Some of this is no doubt a result of the success many American companies have had over the last several years across a range of […]

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  • Free Bikes

    February 6, 2025

    To Inspire: People around the world came up with creative ways to pass the time during the COVID-19 lockdown. Silver Springs, Maryland retiree Manuel Vera turned his attention to bicycles, and today he provides free bikes for people in his community. Vera was just looking for something to fill his time, and thought offering to […]

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  • Retirement Plans “Super” Catch-Up Contributions

    January 28, 2025

    To Inform:   Many of our clients, and all future retirees, could benefit from a provision of Secure Act 2.0 that will allow increased 401(k) contributions to a specific subset of retirement plan investors for the first time in 2025. For several years now, retirement investors have been able to take advantage of catch-up contributions […]

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  • Unhurry Your Life

    January 28, 2025

    To Inspire: I (Matt) just finished my first book of the New Year, The Ruthless Elimination of Hurry by John Mark Comer. Wow…what a helpful book for any of you who, like me, find themselves too rushed and too busy. My next couple of Wealth Notes missives will be on excerpts from this book – […]

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  • Investing Unconventionally – A Time for Health Care Stocks?

    January 24, 2025

    To Inform: A question I like to ask money managers and market strategists is “what is your most contrarian opinion?” Howard Marks, the investor who helped pioneer junk bond investing and is one of the “rock stars” in the investment world, wrote, “If your behavior is conventional, you’re likely to get conventional results—either good or […]

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  • Accidental Discoveries

    January 24, 2025

    To Inspire: Most scientific discoveries take years of research and testing, but there are some well-known accidental discoveries that have made big impacts on our lives. The discovery of penicillin, credited as the beginning of modern medicine, happened when Alexander Fleming went on vacation and left a Petri dish uncovered. Vulcanized rubber came about when […]

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  • Irresistible Force Meets Immovable Object

    January 17, 2025

    To Inform: Earlier this week, we hosted a Portfolios at Your Place event where Partner and CEO Travis Upton and Chief Investment Officer Alex Durbin captured five themes from the past and five new themes, all of which are relevant today. I would like to take this opportunity to focus on one of them titled, […]

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