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The Joseph Group

Wealth Notes: Michelle O’Brien

  • The Mailbag – The Dollar, Dividends, and the Debt Ceiling

    April 14, 2023

    To Inform: Instead of pontificating about topics I think will be interesting to our readers (I hope we’re doing a good job at this!), I thought it would be worth addressing a few questions that seem to be on the minds of lots of friends and clients. So read along for a rapid fire Q&A. […]

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  • Granting Wishes

    April 14, 2023

    To Inspire:   John Cena, professional wrestler, actor, and world record wish-granter. Last Fall, Cena was recognized by the Guinness Book of World Records for granting the most wishes through the Make-A-Wish foundation. John Cena has granted more than 650 wishes. I’m not a fan of professional wrestling, but John Cena has a level of […]

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  • Taking Stock of Q1 2023 Asset Class Performance

    April 6, 2023

    To Inform: Earlier this week I was in a meeting with a client, and we talked about the challenging market last year in 2022. The client said, “I know, and everything is down again this year!” I replied that actually, most asset classes are positive so far this year and a balanced portfolio in the […]

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  • Live a Bigger Life

    April 6, 2023

    To Inspire:   Easter is the high point of the Christian year in which Christians enter into the mystery of God’s love, shown in the death and rising of Christ. That resurrection is new life, eternal life, into which Christians are baptized and through faith, live out. How appropriate that Easter happens in the spring […]

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  • Saving Cash The Right Way

    March 31, 2023

    To Inform: Inflation, interest rates, stocks, bonds…there are countless factors to consider when thinking about your investment portfolio and your long-term goals, but when was the last time you considered what to do with your short-term cash savings? We all have a dollar amount that makes us feel comfortable in savings to be able to […]

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  • Growing

    March 31, 2023

    To Inspire: Officially, it is Spring, my second favorite season. Almost exactly two year ago, on April 1, 2021 I wrote a WealthNotes article about spirituality and gardening. In that post I talked a little about my love of gardening, and the seeds I started that year to get a jump on the growing season […]

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  • Investing or Speculating?

    March 24, 2023

    To Inform: Earlier this week, Travis and I had the pleasure of meeting with a fund manager we’ve known a long time who manages a global fund held in many of our client portfolios. The visit seemed particularly well-timed, as market participants obsess over Federal Reserve policy, bank stress, and other topics of the day. […]

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  • Pathways to True Freedom

    March 24, 2023

    To Inspire: For Christians, this is the season of Lent – a time of reflecting more deeply on Christ’s death and resurrection and choosing to take on our own acts of self-denial, prayer and almsgiving. Many choose to fast from alcohol, sweets or coffee. Others take on extra works of charity or more frequent times […]

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  • Week of a Banking Crisis – Things We’ve Been Talking About at TJG

    March 17, 2023

    To Inform: “It’s tough to make predictions, especially about the future.”  – Yogi Berra Most mornings as I’m having my coffee, after a devotional and quiet time, I look at my CNBC app to check pre-market trading and the major headlines for the financial markets. For the early morning of March 17, here is the […]

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  • Curiosity and Vulnerability

    March 17, 2023

    To Inspire: This year we’re sharing insights from some of the books we find inspirational and informative. Matt Palmer recently talked about Arthur Brooks’ newest offering, “From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life.” (If you missed that, read it here.) This week, I (Michelle) have been […]

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