To Inspire:   In recent years  I (Matt) have used two planners – the Franklin Planner and more recently the Full Focus Planner. Both are very good and I’m sure many of you have or do now use one or the other. But for me, they were lacking something that lays beneath my priorities and […]

To Inspire: How many songs in the world last 250 years? “Amazing Grace,” a song sung millions of times each year, turned 250 years old on January 1, 2023. Not born of American Black spirituals as many believe, the song started in Olney, England. John Newton, a slave trader who nearly died in a shipwreck […]

To Inform: While we gathered with family, friends, and loved ones just a few weeks ago for the holiday season the U.S. Congress passed the Consolidated Appropriations Act of 2023. Although this Appropriations Act is largely a spending bill gaining notoriety for its $1.7 trillion price tag, it includes legislation within it known as “Secure […]

To Inspire: As many of you know, we love to give books to our clients and friends. Books can change lives and good books can change lives for the better. One such book is Arthur Brooks’ newest offering, “From Strength to Strength: Finding Success, Happiness and Deep Purpose in the Second Half of Life.” Brooks […]

To Inform:  Last night we hosted a Portfolios at Your Place event where we unpacked eight key themes we think are key to navigating financial markets in 2023. Over the next several weeks, we will unpack those themes with our readers. Let’s look at two today. Inflation is Deflating Across almost every indicator you would […]

To Inspire: While I don’t make a lot of “official” New Year’s Resolutions, being a little more organized and having a little less clutter is always a goal. So, I couldn’t resist checking out something called the 1-minute rule, which some people claim can make your life easier. Here is the 1-minute rule: If a […]

To Inform: In small pots in my basement there are a dozen American Chestnuts germinating. I investigate the pots daily, ensuring they’re getting enough moisture and enough light to properly germinate and send stems above the surface. Several have sent root radicles out of the chestnut with “green shoots” soon to appear. While a budding […]

To Inform: As we start 2023, we get a lot of questions about what the year may look like from a market perspective. “What do you think will happen this year?” “What does your crystal ball say?” I think investors are especially interested given what a difficult market year 2022 was. Last year has the […]

To Inspire: On behalf of all of us at The Joseph Group, Happy New Year! We trust you had wonderful holidays and are looking forward to this new year and the opportunities, joys and challenges it surely will bring. Like many of us, I’ve been thinking about New Year’s Resolutions. The research is clear that […]

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 […]