To Inform: I had the chance this week to sit with some astute investors and clients of The Joseph Group, as well as a portfolio manager of a high yield fund held in many client accounts. We got to talking about some of the big issues being debated in markets today and touched on inflation […]

To Inspire: Earlier this week my siblings and I attended the funeral of our first cousin, Sarah Davison. Sarah is the daughter of our mom’s younger sister. Only 63, Sarah died after a short but valiant battle with cancer. She and her husband, Tim, were married 38 years and while they had no children, they […]

To Inform: One would think that with ubiquitous internet access and billions of cell phones in service globally that we’d have a very clear picture of what is happening within Iran. One commentator I follow said he thinks the “fog of war” surrounding the conflict with Iran is as great as it has ever been […]

To Inspire: I’m reading a powerful little book entitled The Forgotten Way, by Christian author Matthew Kelly. The Forgotten Way is based on eleven words from the New Testament book of James, Chapter 3, verse 2: For we all trip up in many ways. Someone who doesn’t trip up in speech has reached perfection and […]

To Inform: This week I had the same general question asked in two separate client meetings: “I have some cash to invest, with the pullback in the markets, should I put the money in the market now?” My response was: “No, let’s dollar cost average the funds. You can put some funds in now, but […]

To Inspire: “Your habits will hold you back more than your enemies ever will.” This bit of wisdom comes to you courtesy of James Clear, author of Atomic Habits. You may know that here at The Joseph Group we love to recommend and give books, and Atomic Habits is one of our favorites. It’s all […]

To Inform: Every so often I find it interesting to tackle a few questions that I’ve heard from clients about the current environment and how the answer to these questions might help us think about the impact on markets. Today, of course, everything hinges on Iran. The questions I’m seeing with respect to the conflict […]

To Inspire: I love the NCAA Men’s Basketball Tournament, also known as March Madness! And one of the reasons why is that once you’re invited to the tournament, it’s a fresh start for every team – and anyone can win. Is it likely that the four 16th seeds will make it all the way – […]

To Inform:  Last night we hosted our quarterly Portfolios and Pints event. A crowd of more than 50 enjoyed great food and drinks, fun fellowship, and hopefully took a few nuggets away as The Joseph Group Chief Investment Officer Alex Durbin and I pulled questions from the “Lucky” hat. Why was the hat “Lucky” you […]

To Inspire: It’s Friday the 13th. Again. We had one last month and have one more coming up this fall. As one of today’s New York Times articles says, 2026 is bad news for friggatriskaidekaphobes. There are people who have this phobia, a fear of Friday the 13th. Jerry Brown, Senior Investment Analyst for The […]