To Inform: When a crisis hits, whether through war, natural disaster, pandemic, or other triggering event, many people feel a natural inclination to help those who are most affected. This topic feels pressing today amid the conflict between Russia and Ukraine, and also the tornadoes in New Orleans. We all want to help, so let’s […]

To Inspire: In this issue of WealthNotes we continue sharing excerpts from Matthew Kelly‘s newest book, The Generosity Habit: How Daily Giving Can Change Your Life and Transform the World. Let’s start with Matthew’s definition of the generosity habit: “The habit is simple. Give something away every day. It doesn’t need to be money or […]

To Inform: I am often asked by people, “how much money do I need to retire?” It is such a fascinating question for me that leads me to ask them a few questions such as, “How much money do you spend every year? What do you want to do in retirement? What makes you happy? […]

To Inspire: As Spring begins in Central Ohio, it is not uncommon to hear Joseph Group team members suggest “walking meetings.” We have a lot of dedicated walkers on our team, and the beauty of downtown Columbus to walk in. If you look at history, there’s a long list of great thinkers – like James […]

To Inform: Earlier this week we held our first live Portfolios at Panera event in many months. Alex and I had the opportunity to speak to a capacity crowd (it was a bit cozy in the room) and have a lively conversation on markets. Here is summary of key discussion items: Fed Rate Hikes On […]

To Inform: As you can imagine, we’ve had a lot of conversations about markets, the war in Ukraine and our thoughts on the direction going forward.  For this “To Inform piece, “Chris” is a fictional character based on an amalgamation of clients and friends we have had recent conversations with. Why “Chris”? While we aren’t […]

To Inspire:   In Winning with People, John Maxwell wrote about The Elevator Principal. In our relationships, we either lift people up or take people down. And he suggested that there are, essentially, four kinds of people: (1) adders, (2) subtracters, (3) multipliers, and (4) dividers. In other words, we are either the wind beneath […]

To Inform: It’s tax season! And I just realized this is the 20 year anniversary of my last busy season preparing tax returns. Fond memories – truly. As I reflect on those years, aside from the tax planning strategies I gleaned, I learned so much about HOW financial advisors can best work with tax preparers. […]

To Inspire: I have just started a new book, The Generosity Habit, by Matthew Kelly. I’m a big fan of Matthew’s talks and books – he shares wisdom with such practical insights. I thought our WealthNotes readers would enjoy hearing from his forward in the book: “I hear people say, I can do so little. […]

To Inform: I have a chair at home I sit in every morning where I have my coffee and devotional time. Often toward the end of that time I will read the Wall Street Journal and look at the news. The headlines and pictures of explosions in Ukraine stir a fury of emotions. Our prayers […]