To Inspire: Clients and Friends – this will be our last issue of Wealth Notes for 2022. What a blessing it is to know so many of you and to take this opportunity on behalf of our entire team to wish you a beautiful Christmas, Happy Holidays and a great 2023. Christmas is a very […]

To Inform:   Each January it’s a tradition for us at The Joseph Group to talk about the big picture themes which could impact portfolios in the year ahead. Defining these themes is important for our portfolio management process because they point us toward potential actions we may want to take in the portfolios we […]

To Inspire: The Joseph Group’s mission is “Helping create great lives, one story at a time.” We love the role we get to play in the great lives of our clients and friends and we also know the importance of living our own great lives. We love to share inspiring stories and we love to […]

To Inform: This ‘To Inform’ article was originally published in the Fall 2022 issue of Harvest Magazine.     “It is always darkest just before the day dawneth.” – Thomas Fuller Optimism abounds for financial planners. No, we don’t have a crystal ball for where we might be headed, but it might surprise you to hear […]

To Inform:  A major disappointment for markets this year has been the absence of one of the key engines of global growth: China. Regardless of whether one is invested in Chinese stocks, the impact China has on global markets is profound. We’ve seen this play out in a variety of ways over the last three […]

To Inspire: In this beautiful season of hope, I (Matt) thought I would share a story from Les Mis that most of us will remember. I take it from a book I’m reading by bestselling author Matthew Kelly entitled, Holy Moments: A Handbook for the Rest of Your Life. “Holy moments are possible. If that […]

To Inspire: It’s suddenly December and the holiday season is in full swing. Do you feel the stress already? Whew, I do. It’s no secret that while this time is supposed to be festive and merry, it can be overwhelming and stressful for many. Studies show that nearly half of people feel more stressed during […]

To Inform: As we enter the end of the year, many people who are Social Security and Medicare age are receiving their notices about the changes for next year. The good news is that Social Security benefits are going up by 8.7% next year, which is one of the largest increases on record! The bad […]

To Inform: Last night we hosted a Portfolios at Your Place event to a capacity crowd of Joseph Group clients and friends. We talked about a multitude of topics, but I want to share a few key highlights. Post Mid-Term Elections Regardless of how an investor may feel about the mid-term elections politically, historically, the […]

To Inspire: Why does it seem like gratitude and appreciation require so much intentionality but grumbling, questioning, and complaining come so naturally? We complain when things don’t go as we want, when others don’t think or act the way we think they should, and about all the problems we encounter or perceive in the world. […]