To Inform: It’s hard to believe how quickly things are moving in Washington, D.C. As I type this, Travis Upton, CEO of The Joseph Group, is barreling down on the city in a tour bus, accompanying a gaggle of high school choir students. I can’t help but wonder if he also attempts a little bit […]
To Inspire: My mother always told me that the older you get, the faster time goes. As a young person, of course, I didn’t believe her, but now I fully understand how right she was. For example, how is it almost June already?! It turns out this is not just in our minds, there are […]
To Inform: Earlier this week I had a conversation with a friend and business owner for whom The Joseph Group serves as advisor to his company’s 401(k). Here is a summary of part of our conversation: Friend: “Travis, what did the market do today?” Travis: “Flat today, but this week the S&P 500 turned positive […]
To Inspire: Sometimes it’s my colleague, Michelle O’Brien, who uses our Wealth Notes column to share the benefits of being outside. But after recently reading an article on gardening, I’m going to grab that topic and share the benefits that those who garden receive. In full disclosure I’m not a gardener (though I do love […]
To Inform: A few weeks ago, we wrote in this space the importance of distinguishing “good/bad” from “better/worse.” The market, a forward-looking indicator, isn’t so much concerned about the current state of corporate earnings or the macroeconomic backdrop in general as it is the trajectory of those things. In early April, economic indicators were (and […]
To Inspire: Catholics all over the world are celebrating the election of Cardinal Robert Prevost as the Church’s newest Pope – Pope Leo XIV. This represents a new chapter in the life of the Catholic Church, and with this new chapter will come change. Pope Leo is sure to bring his ideas and plans (guided […]
To Inform: Realizing that we are comfortably through the April 15th tax filing deadline (for those of you not on extension) we don’t want to look at tax planning as simply a thing we think about when you file your return. As Wealth Advisors we want tax to be a planning topic we touch on […]
To Inspire: I think all of us know that young people in their teens and early 20’s are experiencing greater mental health challenges than ever before. Those trained in the mental health field cite a number of factors but high on the list is not understanding how amazing they are and the potential they have […]
To Inform: This week, Joseph Group’s CEO Travis Upton and I had the pleasure of sharing our latest thoughts on what to make of markets in light of a tremendous shift in global trade policies. Borrowing a turn of phrase from a DC-based policy researcher, I likened what we’ve seen regarding tariffs over the past […]
To Inform: Along with questions about tariffs in recent weeks, other topics of conversation have been around what is happening with the dollar as well as the move in gold prices to all-time highs. I’m going to address these and answer the question, “when should I take profits?” I cover a lot of ground here […]