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The Joseph Group

Wealth Notes: Michelle O’Brien

  • Giving Without Getting

    December 10, 2021

    To Inspire: This season is one in which Christians celebrate the gift of Jesus Christ – a gift that can never be fully repaid. It got me thinking about our gift giving. So often we give gifts to those who also will give gifts to us. A suggestion for this beautiful season of giving – […]

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  • We’re Growing in Our Service to You!

    December 10, 2021

    To Inform: 2021 has been an incredible year for The Joseph Group. We’re working with many new friends like you, and that growth has allowed us to grow our team. Many of our readers will soon receive our Harvest magazine introducing you to the newest members of our Joseph Group family: Theresa LeChard, Christie Thompson, […]

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  • Veronika Scott, The Coat Lady

    December 3, 2021

    To Inspire: People call Veronika Scott the Coat Lady, and that’s a nickname she’s proud of. Veronika is the founder and CEO of The Empowerment Plan, a Detroit nonprofit dedicated to helping people break the cycle of poverty and homeless, all while making coats. While in design school, the Detroit native was assigned a project […]

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  • Will The Market Treat Omicron Differently?

    December 3, 2021

    To Inform: A week ago, most of us were digesting our Thanksgiving meals and few people had ever heard of the Omicron variant of COVID. That’s certainly changed in the last few days as Omicron has dominated the headlines. Stock markets have seesawed in the past week with moves in both directions, but the chart […]

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  • Inflation: A Repeat of That 70s Show?

    November 19, 2021

    To Inform:  One of the interesting things about investing is that one can look to the past for parallels that can help navigate the present environment. We’re often asked how high we think inflation can go, and for how long. Sometimes in these conversations a repeat of the 1970s comes up as a worst-case scenario. […]

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  • Gratitude for Forgiveness

    November 19, 2021

    To Inspire: Thanksgiving is a favorite holiday for many of us. We gather with family and friends without the pressure of gift giving and we celebrate the many blessings that all of us have received. Earlier this week, I (Matt) was blessed to take 40 men (clients, friends, etc.) up to Marion Correctional Institution. There […]

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  • A Plan Sponsor Year End Checklist

    November 18, 2021

        I’m sure many of us were hopeful that 2021 would be a better year and in many ways our hopes came to fruition. While we didn’t quite get back to business as usual, business owners and plan sponsors weren’t thrown a curveball like the CARES Act so far this year. In most cases, […]

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  • What is Veterans Day

    November 12, 2021

    To Inspire: Yesterday was Veterans Day. Begun on November 11, 1919, it was originally called Armistice Day and was chosen as the day to honor the 11th hour of the 11th day of the 11th month of 1918, which signaled the end of WWI. It was commemorated in 1921 with the burial of an unknown […]

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  • Charitable Giving Made Simple with a Donor Advised Fund

    November 12, 2021

    To Inform:  Some things are hard – like open heart surgery, learning a new language, and negotiating with a hungry toddler. Charitable giving shouldn’t be hard, and a donor advised fund (DAF) can make it even easier. The saying “cash is king” doesn’t hold true for charitable giving. You can make a bigger impact – […]

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  • How Young is Too Young?

    November 5, 2021

    To Inform: One of my favorite quotes is by Bradley Vinson, and it goes like this: Money is a tool. Used properly it makes something beautiful – used wrong it makes a mess!” This begs the question, who were some of the people that influenced your experience and path with savings and investing? For me, […]

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