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 […]

Recently I was asked “what do I owe my employees” in terms of how we manage/review the retirement plan. That’s a great question and one that can make the difference between an effective plan and an ineffective plan. It’s also something we love to talk about at The Joseph Group. When thinking about what a […]

To Inform: This week, TJG’s Senior Investment Analyst Jerry Brown and I had the good fortune to host Kay Herr, JP Morgan’s U.S. Chief Investment Officer for their Global Fixed Income, Currency, and Commodities team. Put another way, she’s a big deal in the bond world. The neat thing about bond investors is they tend […]

To Inspire: Last Saturday I attended the 29th Annual Catholic Men’s Conference, held at Kasich Hall on the grounds of the Ohio Expo Center. Our theme was “Take Courage” and our three keynote speakers shared wonderful thoughts focused on that theme. Father Robert Spitzer chose to focus on the courage it takes to move through […]

To Inform: Talking with your adult children about money doesn’t have to mean you’re committing to a big, serious “summit.” It can simply mean staying open to the idea and taking a few gentle first steps when it feels right. You might start by just asking yourself: “If something unexpected happened, would my kids know […]

To Inspire: How are you feeling? If you, like The Joseph Group, are located in central Ohio, you’re experiencing some “false spring” days. Sunny! Temperatures in the high 50s! These days will be followed closely, however, by days with highs in 30s, and rain, and maybe snow. Looking at the weather, you, like me, might […]

To Inform: American political scientist Francis Fukuyama wrote a book in 1992 titled The End of History and the Last Man. In his book Fukuyama posited that Western-style democracy was the final form of government for all nations and that the world would soon see more cooperation between nations, freer trade, and less war. Geopolitical […]