To Inspire: At our Wealth Summit on Wednesday evening, Dr. Marc Milstein gave a fascinating talk on how to age-proof our brains. Marc is the best-selling author of The Age-Proof Brain and a nationally known neuroscientist and researcher on brain health at UCLA. For those of you who weren’t able to attend, here are 7 […]
To Inform: Every Friday The Joseph Group has what we call our ICAT meeting – Investment Communication and Advisor Team – and we spend the first 20-30 minutes talking about what is happening in the markets and performance across strategies. At today’s ICAT meeting, one topic was clearly front and center and it wasn’t the […]
To Inspire: It’s Memorial Day Weekend. While many welcome this weekend as the kickoff of summer, Memorial Day is meant to be a day to honor those who sacrificed their lives while serving in the military. Earlier this week I saw a picture of a man wearing a red poppy – something I associate with […]
To Inform: As the end of the school year approaches, the Upton house has had a busy week of choir concerts. Two of my kids are in their school choirs and this week alone we have three concerts to attend. That’s a lot of music! At the first concert I was sitting next to my […]
To Inspire: I just read the story below in one of Matthew Kelly’s books, Holy Moments. His premise is that each of us have the ability to take each moment, each encounter with someone, and make it a special graced moment. We do this by what we say or do in that moment. Matt […]
To Inform: Congratulations on making it through another tax season! Now you don’t have to worry about paying taxes again until next April, right? Wrong! Believe it or not, the IRS wants their money sooner rather than later (ever wonder why IRA’s have a required minimum distribution?!) and with the looming debt ceiling debate, 2023 […]
To Inspire: This year we’re sharing insights from some of the books we find inspirational and informative. Matt Palmer has been talking about “From Strength to Strength” by Arthur Brooks (If you missed his latest article, read it here.) This week, I (Michelle) am continuing to share from “Atlas of the Heart” by Brene […]
To Inform: The turn of the calendar to the month of May this week has brought a flurry of economic and earnings data. Banks are obviously in the headlines, but let’s take a look at some of the big data points from this week and potential implications. Rates Jay Powell and the Federal Reserve increased […]
To Inspire: Two of my colleagues (Angie Eversole and Michelle O’Brien) and I were talking about the growth in new clients that we are experiencing right now. Our team is very excited; we love helping people live a great life – whatever that means to each client we serve. And to be impacting more and […]
To Inform: Another tax season has officially come and gone with the “celebration” of Tax Day on Tuesday, April 18th! Hopefully much of the stress surrounding taxes has subsided as most people have filed their income tax returns and can now look forward to enjoyable spring activities. Golf anyone? One reason tax season is stressful […]