To Inform: As we approach the end of 2024, for some this is an opportune time to give to charities, churches and other non-profits we’re passionate about, especially as the holidays draw near and the picture becomes clearer on how income and taxes will shake out. There are many avenues in which you can give, […]

  When either starting or evaluating a 401(k) plan, choosing the right partners is paramount to the overall success of the plan. These are typically the Recordkeeper, the Third Party Administration (TPA), and the plan’s investment Advisor. When choosing these providers, there are many considerations around what is the best fit for you and your […]

To Inform: Yesterday, The Joseph Group’s Chief Investment Officer Alex Durbin and I had the opportunity to attend the 8th Annual Ohio Private Wealth Forum, put together by Markets Group. The event is a gathering of Investment Advisors and Fund Managers and an opportunity to share best ideas through panel discussions, topic roundtables, and one […]

To Inspire: There is an Arizona sheriff’s deputy whose social media success rivals that of some celebrities and athletes, all just by doing his job with an approach based on Stoicism and Servant Leadership. Traffic Unit Deputy Frank Sloup of the Pinal County’s Sherrif’s Office has turned routine traffic stops into must-see online videos. This […]

To Inform: As we enter the final quarter of 2024 there are several events on the horizon that could be major catalysts for markets. In a recent discussion with The Joseph Group’s Investment Committee, we discussed some of these catalysts and what the potential impacts these could have on markets. In this WealthNotes, we’ll look […]

To Inform: Earlier this week, members of The Joseph Group Investment Strategy Team (Alex Durbin, Jake Lindaberry, and Travis Upton) attended a mini conference at the JP Morgan Complex in Polaris, outside of downtown Columbus. The conference included presentations from fund managers and other investment professions focused on the bond market. We came back with […]

To Inspire:   Homelessness is a growing problem in the United States. In Georgia, nearly a quarter of the state’s homeless population is in Atlanta. While the issues surrounding homelessness are many, one Atlanta man is using his retirement to bring access to basic human necessities to people on the streets. An Atlanta nonprofit called […]

To Inform: A couple of months ago I had the pleasure of presenting a webinar, “Planning for College Costs: What You Need to Know,” alongside Joseph Group advisor Jake Martin. I loved the topic and thought it would be a great one to revisit here. Before we get into the planning strategies, let’s start with […]

To Inspire: What a joy it was for me to host our firm’s 9th Annual Men’s Bus Trip to Marion Correctional Institution (MCI) earlier this week. Since 2015 we’ve been taking a bus load of clients and friends up to MCI to spend a day with a group of incarcerated men who are in a […]

To Inform: The Joseph Group CEO Travis Upton and I, along with several TJG team members, had the great privilege and fun of hosting clients and friends of the firm on the evening of September 12 at our annual Oktoberfest-themed Portfolios and Pints. The focus of our presentation was “questions from the hat” where we […]