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The Joseph Group

Wealth Notes: Michelle O’Brien

  • Family Recipes

    August 4, 2023

    To Inspire:   Rosie Grant picked up an unusual hobby during the COVID lockdown in 2020, one that she’s still doing and it’s bringing her some viral fame. Grant bakes recipes found on gravestones. Grant was studying library science and a class had her create a social media account to learn how networks work. At […]

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  • Don’t Paint All Real Estate with the Same Brush

    July 28, 2023

    To Inform: We’ve been hearing a lot of questions and concerns about real estate from clients and friends. It may have something to do with some of the headlines in the media. The crux of the concern is reflected in these recent magazine covers:   With so many office buildings in major cities sitting with […]

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  • Living with Hope

    July 28, 2023

    To Inspire: Last Tuesday, I was privileged to host a group of our women clients and friends for a day at the Ohio Reformatory for Women in Marysville. We spent that day with 40 women, many of whom have been incarcerated for many years. They are part of a program called Embark, offered in that […]

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  • Should I Stay or Should I Go?

    July 11, 2023

    To Inform: 41 years ago, when the UK punk rock band The Clash released their most famous single, 30-year fixed mortgage rates here stateside were 16.7%. While current mortgage rates are not remotely close to those of 1982, many would-be movers are still echoing the line so artfully sung by Mick Jones. In that angsty […]

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  • Rethinking Vocation

    July 11, 2023

    To Inspire: “The ‘personal vocation’ is, in fact, the secret of unity and integration at the heart of a whole life.”  – Father Herbert Alphonso, S.J What is a vocation? Many people assume that their vocation resides solely in their profession. Scott Waalkes dissects the idea that work equals vocation in his paper, Rethinking Work […]

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  • Higher for Longer – Bond Yields Aren’t Going Back to the Past

    July 11, 2023

    To Inform: I had a dream the other night. I owned a DeLorean with a fully functioning flux capacitor and felt a strong urge to go back to 2013 and buy some real estate. In my dream, my wife asked me “what about interest rates?” I told her, “Honey, where we’re going there aren’t any […]

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  • Playing It Cool

    July 11, 2023

    To Inspire:   Allisen Corpuz found herself on the biggest and most beautiful stage in women’s golf last weekend and made it look like a stroll on the beach. Never mind that she had never won on the LPGA Tour or that she had heard all week about the historic occasion of the U.S. Women’s Open […]

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  • Better/Worse is More Important to Markets Than Good/Bad

    July 7, 2023

    To Inform: I (Travis) have terrible eyesight. I started with bifocals in 2nd grade and if it weren’t for the contact lenses I have worn since I was a junior in high school, I wouldn’t be able to see anything in front of me. Last week I made my annual trip to the eye doctor […]

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  • Present Over Perfect

    July 7, 2023

    To Inspire: What really makes you happy? Through a series of stories, Shauna Niequist’s book Present Over Perfect tries to help you identify what is really important and how you can live a simpler yet fuller and more honest life. So many of us are hardwired to want to do and have it all – […]

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  • Is the “Smart Money” Wrong?

    June 30, 2023

    To Inform: Some of you may have attended TJG’s “Portfolio and Pints” hosted this week in our office. At the end of our presentation one guest asked an astute question about the “psychology” of the investor that is willing to look past some of the excesses in parts of today’s market and buy stocks given […]

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