To Inspire: The Foundation for a Better Life recently shared the story of Ron, a man who spent much of his time in retirement working with children and youth in his community – coaching local youth teams and later, serving as a school crossing guard. In this issue of WealthNotes, we share his story and […]
To Inform: This week I had the chance to join a few of my peers here in Columbus for dinner with the Chief Economist and the Head of Technical Strategy at Strategas, a research firm whose partnership we greatly value. Both individuals spent 15-20 minutes on what they’re paying attention to in their work. The […]
To Inform: Each fall some 66 million people who receive social security benefits tune in to see what cost-of-living adjustment, or COLA, will be introduced by the Social Security Administration (SSA). Annual COLAs have occurred since 1975 and are based on the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), with the […]
To Inspire: So many people have tried to define happiness. Writers, poets, musicians, and philosophers throughout time have tackled the topic. So why am I joining the discussion? Thinking recently about happiness and the impact of external events on one’s happiness I wondered what research might show. Well, research shows that approximately half of your […]
To Inform: Emotions are high when it comes to markets right now. There is a coffee shop in Hilliard called Coffee Connections which is one of my favorite places to work when I need to focus. It’s a terrific place – great coffee, terrific atmosphere, and amazing people. As I’m typing this, there is a […]
To Inspire: Emeritus Pope Benedict once said “we are not made for comfort, we are made for greatness.“ I found myself thinking of this quote last evening as I was fortunate to be in a gathering of very accomplished people. Leaders in law, psychiatry, business and social services. I noticed how joyful and interesting they […]
To Inspire: Nicole (not her real name) was recently affected by a headcount reduction. Her job was eliminated due to the economy. In my coaching, I work with a lot of “Nicoles” who find themselves in career transition. Most often, that transition is from one company to another in a similar position―from Controller there to […]
To Inform: Markets have dealt a difficult hand of cards this year. Equity returns have been subpar nearly across the board (energy being the sole standout) and bonds, typically the ballast in rough seas, have performed almost as poorly as equities. The question on everyone’s mind is “Are there any positives in today’s market?” Before […]
To Inspire: You probably know how much we love books here at The Joseph Group, and the classic “Tuesdays with Morrie” is one of the many books you can find on our office shelves. This year marks the 25th anniversary of the Mitch Albom book about his conversations with his former university professor and […]
To Inform: Stocks are retesting their June lows but one of the factors which has made the market environment particularly challenging is bonds are down as well. Most often, when stocks are down, bonds will tend to cushion the blow, but with the Bloomberg Aggregate Bond Index down over -14% YTD, bonds haven’t been a […]